Hello! Is your custom stored procedure will work for Microsoft CRM 2011?
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Forum Post: RE: How to Bulk Merge
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Forum Post: RE: Error while inserting record using SDK /API - "Invalid type for entity id value"
Based on your error I can assume that you pass recordid in the wrong way. Inside entity population I don't see Guid type and primary field id is a Guid, not string. I believe that's where your error comes from.
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Forum Post: RE: coloring text in cell of subgrid
Hi Marina , There is no supported way to change the text color , only you can add icon to above Shaminder suggested URL . You can also see below post ,unsupported way change row color - passion4dynamics.com/.../color-subgrid-in-microsoft-dynamics-crm-365
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Forum Post: Modifying the Revise Quote functionality and/or button
Hello community, I'm having issues with getting the Revise Quote functionality to work properly. I've added a custom entity "CustomPosition" to the system and added it to the quote form as a subgrid. When a user revises the quote, it'll create a new quote, but it'll not include those records. How can I extend the Revise Quote functionality and/or button to include the related CustomPositions? I ventured into the process of how to customize the buttons in the ribbons and I'm quite honestly baffled at how complicated this seems to be. I was able to identify the following "Custom Javascript Action", but I have trouble locating this code: $webresource:Sales/_static/sfa/quotes/QuoteRibbonActions.js:Sales.QuoteRibbonActions.Instance.reviseActiveOrClosedQuote How do I get a copy of QuoteRibbonActions.js to base my custom version on? The Webresources Manager (XrmToolBox) doesn't show a _sales element within the "Sales" node when I browse my environment Alternatively: Any suggestions how else I could fulfill my requirement, e.g. a plugin?
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Forum Post: RE: coloring text in cell of subgrid
Hello Shaminder. Thank you for answer.
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Forum Post: RE: Search Entity Lists From Global Search
Hi Shaminder, Is there a way to search all list items? Thanks, J
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Forum Post: RE: coloring text in cell of subgrid
Hi Goutam, thank you for answer. As you clearly understand me, i don't need any icon, I need colored exactly the text in cell, not background, but text, because it is url, but shows in black color. However, if there is no way, but you have such task, how you resolve it ?
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Forum Post: How to read MSCRM report Metadata using MSCRM SDK or rest API
Hi, How can I get the metadata ( like report field name, data type and data size) of MSCRM reports using MSCRM SDK or Rest API?
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Forum Post: Auditing Incidents and other "interactive" entities
Hello community, after looking into the integrated Audit functions that CRM offers it seems like those are mostly intended for auditors (well, what a surprise), and not really usable for day-to-day business in a Service Desk. Is there a good way to track changes to a record similar to what other ticket systems (eg. ServiceNow) offer, or did I maybe just miss an option for the ootb Auditing to be usable in such a way? How do others approach Incidents, or do you just use a dedicated ticket management tool?
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Forum Post: RE: Button getting hidden on ribbon
Is there any javascript errors coming when buttons are hidden? Check running browser developer tool when this is happening.
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Blog Post: Learning Microsoft Dynamics 365
There are a number of ways to learn about Dynamics 365 and its family of products. Whether you are technical or business focused, a solution architect, developer, product owner, business analyst or QA/tester. Microsoft and the community have a wealth ...read more
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Forum Post: Deactivate Contacts based on Account
Hi all, I'm using a portal to display some content from our Dynamics instance. Our customers access content using the contacts in Dynamics. If a customer leaves us we want to disable the account and all linked contacts. Is this possible using a workflow? I know it can be done manually but we want it automated. Thanks, J
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Forum Post: RE: Search Entity Lists From Global Search
I assume you are talking about searching the entity list data, even though we can't do it in global search but we can create a web page and expose entity lists which would give us the capability to search them all. Hope it helps. -Shaminder
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Forum Post: RE: Deactivate Contacts based on Account
Hi. You could either have a custom status (for the customer leaving) that triggers a custom workflow activity to run, change the account to inactive and finds all related contacts and also makes them inactive. Or just have it run on the deactivation of the record
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Forum Post: RE: Deactivate Contacts based on Account
Hi, Something along these lines: community.dynamics.com/.../how-to-cascade-activate-deactivate-setstate-in-crm I assume this can be achieved without the need for a third party solution? Thanks, J
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Forum Post: RE: Add Secure Power BI Reports to Dynamics Client Portal
Hi, You still can achieve this by writing custom code in adx solution. You have to write the logic to do a client-credentials grant by OAuth2.0 flow and pass the token to make it work securely. This will give you an insight of it- -Shaminder
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Forum Post: RE: How to read MSCRM report Metadata using MSCRM SDK or rest API
you could use OData to retrieve this information: var req = new XMLHttpRequest(); req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v9.1/reports(222A692E-7D04-E711-80E6-00155DB8652A)?$select=filesize,name", true); req.setRequestHeader("OData-MaxVersion", "4.0"); req.setRequestHeader("OData-Version", "4.0"); req.setRequestHeader("Accept", "application/json"); req.setRequestHeader("Content-Type", "application/json; charset=utf-8"); req.setRequestHeader("Prefer", "odata.include-annotations=\"*\""); req.onreadystatechange = function() { if (this.readyState === 4) { req.onreadystatechange = null; if (this.status === 200) { var result = JSON.parse(this.response); var filesize = result["filesize"]; var filesize_formatted = result["filesize@OData.Community.Display.V1.FormattedValue"]; var name = result["name"]; } else { Xrm.Utility.alertDialog(this.statusText); } } }; req.send();
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Forum Post: RE: Modifying the Revise Quote functionality and/or button
Hello, As for me plugin is better solution - community.dynamics.com/.../catch-the-revise-quote-message-inside-a-plugin
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Forum Post: RE: Closing opened Webresource
This is deprecated for Client Api v9. Therefore, does not work in the new User Interface.
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Forum Post: Plugin
Hello everyone, My name is Taniguchi. Im need a help that is, i have a grid that is called product list, that have products and this products can be in more than one list, the grid also shows de product value, if the product is in more than 1 list, i need to add this values and show in a field in another entity. i have this code so far but its not working, can anyone help me ? if (entity.LogicalName != "rbs_produtosdoaluguel") return; try { var prodAluguelId = entity.Id; var meuProdutoId = entity.GetAttributeValue ("rbs_produto_teste").Id; QueryExpression query = new QueryExpression("productpricelevel") { // Colunas da Busca ColumnSet = new ColumnSet( "pricelevelid", "productid", "amount" ) }; // var condicao = new ConditionExpression(); condicao.AttributeName = "productid"; condicao.Operator = ConditionOperator.Equal; condicao.Values.Add(meuProdutoId); // Filtra os resultados pela condição var filtro = new FilterExpression(); filtro.Conditions.Add(condicao); query.Criteria.AddFilter(filtro); // var resultado recebe os dados da busca var resultado = service.RetrieveMultiple(query); decimal valor = 0.0m; if (resultado != null && resultado.Entities.Count > 0) { foreach (var item in resultado.Entities) { decimal _valor = item.GetAttributeValue ("amount").Value; valor = valor +_valor; } Entity prodAluguel = new Entity("rbs_produtosdoaluguel"); prodAluguel["rbs_produtodoaluguelid"] = prodAluguelId; prodAluguel["rbs_valorunitario"] = valor; service.Update(prodAluguel); } } catch (FaultException ex) { throw new InvalidPluginExecutionException("An error occurred in the FollowupPlugin plug-in.", ex); } catch (Exception ex) { tracingService.Trace("FollowupPlugin: {0}", ex.ToString()); throw; } } } }
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