Hi, I want to restrict the number of entities shown in the Here's my piece of code - oConnectionFormCustomization = { filterRequiredLookups: function (context) { "use strict"; debugger; var con = context.getFormContext(); //Xrm.Page.getControl("record2id").addPreSearch(oConnectionFormCustomization.addFilter); con.getControl("record2id").setEntityTypes(["account", "contact", "systemuser"]); } }; I'm calling this method on Load of the Connection form and passing the execution context too as per the v9 standards. But, when I try this on the Console of DevTools to see where the code is breaking, I get this - Any thoughts on what I could be doing wrong? Thanks.
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Forum Post: D365 client customization's setLookupTypes(["contact"]) doesn't support Connection entity's Connected To field type?
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Forum Post: RE: {"Object reference not set to an instance of an object."} Dynamics 365
Please debug your code. This happens if you have declared something but not initialized it and then you're trying to directly assign value or use it. Example: DateTime date; so, declare and initiate it with DateTime date = new DateTime(); Hope this helps.
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Forum Post: Converting rdl file to word and upload to azure
Hi, I have created rdl file. I want to convert it to word format and upload to azure... I have converted from rdl file to word format and upload to azure.. But I am getting the error message: "index was out of range. must be non-negative and less than the size of the collection" Below are the code function encodePdf(responseSession) { var pth, bdy; var retrieveEntityReq = new XMLHttpRequest(); pth = ServerURL + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + responseSession[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + responseSession[1] + "&OpType=Export&FileName=Test&ContentDisposition=OnlyHtmlInline&Format=WORD"; retrieveEntityReq.open("GET", pth, true); retrieveEntityReq.setRequestHeader("Accept", "*/*"); retrieveEntityReq.responseType = "arraybuffer"; retrieveEntityReq.onreadystatechange = function () { if (retrieveEntityReq.readyState == 4 && retrieveEntityReq.status == 200) { var binary = ""; var bytes = new Uint8Array(this.response); for (var i = 0; i < bytes.byteLength; i++) { binary += String.fromCharCode(bytes[i]); } if (bdy != null) { UploadDocument(bdy); } } }; retrieveEntityReq.send(); } function UploadDocument(bdy) { file = bdy; var formData = new FormData; formData.append('file', file); var recordId = parent.window.Xrm.Page.data.entity.getId(); var userId = parent.window.Xrm.Page.context.getUserId(); formData.append('id', recordId); formData.append('userId', userId); formData.append('type', 'file'); var req = new XMLHttpRequest(); req.open("POST", getStorageServer() + 'Upload.aspx', true); // Getting the azure site url req.onreadystatechange = function () { if (req.readyState === 4 /* complete */) { req.onreadystatechange = null; //Addresses potential memory leak issue with IE if (req.status === 200) { if (req.responseText.startsWith("OK")) { alert('File content was uploaded.'); } else { alert(req.responseText); } } } }; req.send(formData); }
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Blog Post: Tip #1270: Table or view is not full-text indexed
Today’s tip is from Marius Agur Hagelund “Viking” Lind (actually, I’m confused, perhaps it’s Marius “Viking” Agur Hagelund Lind?). Got a tip of your own? Send it to jar@crmtipoftheday.com. Cannot use CONTAINS or FREETEXT predicate on table or indexed view because it is not full-text indexed Mean SQL Server If you’ve ever got this error message it’s probably because you tried searching using the SDK using the contains keyword on a field which isn’t full-text indexed. For me it was searching for systemusers: nameSearch.Criteria.AddCondition("firstname", ConditionOperator.Contains, searchString); I got the following nice error message in return, which puzzled me at first Cannot use a CONTAINS or FREETEXT predicate on table or indexed view 'SystemUserBase' because it is not full-text indexed. I tried checking in the system, and found that I could search for names there when I used wildcard characters, and then it dawned on me that all these years of autocomplete, intellisense and helpers have made my lazy and dumb. Using wildcards is not the same as using CONTAINS, which is very obvious if you take a SQL Server 101 course found anywhere, so the solution was as easy as this: nameSearch.Criteria.AddCondition("firstname", ConditionOperator.Like, $"%{searchString}%"); But what about the web api? Well, turns out they removed the Microsoft.Dynamics.Crm.Contains action and only use the Contains keyword (api/data/v9.1/systemusers?$contains(firstname, ‘mike d’). That is, unless you want to perform a full-text search in knowledge base articles: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/fulltextsearchknowledgearticle?view=dynamics-ce-odata-9 So lesson learned: Stop being a dinosaur and start using the web api. Viking out. Cover photo by Daiga Ellaby
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Forum Post: RE: {"Object reference not set to an instance of an object."} Dynamics 365
Hi, Just see what is the return value before converting to List. also check all object which you suspect can be null. we cannot debug the query part by part, so split it to identify the null object.
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Forum Post: RE: Dynamics 365 Build Tools is disabling my plugin steps
Hi Marjorie, Make sure you are ticking Enable any SDK processing steps included in the solution while importing your managed solution - Hope this helps.
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Forum Post: RE: MSC CRM 2015 impact of knowledge base on the performance
thanks. the crm i'm working on has been used for 5 years now. and I discovered they where not using its knowledge base but another KM solution, so I proposed it as a project. however, I need to know how creating and consulting articles to solve incidents will affect the performance. any idea on how to know it?
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Forum Post: RE: MSC CRM 2015 impact of knowledge base on the performance
Hey kokulan, you seem to be expert in things concerning crm. this is the first time the knowledge base will be used since we installed the crm any idea on how to know if creating and consulting articles of the KB will affect the performance?
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Forum Post: Filter Subgrid : Cannot read property 'SetParameter' of undefined
Hi, I'm working on Dynamics CRM 2016 (8.1) on premise, and I'm trying to filter a subgrid on onload form event via fetch xml, but I get this error My function is: function filterSubGridsRegBonus() { filterSubGrid("Subgrid_1"); filterSubGrid("Subgrid_2"); } function filterSubGrid(subgridName) { var formContext = Xrm.Page; var entityId = formContext.data.entity.getId().replace('{', '').replace('}', ''); var entityName = formContext.getControl("EntityName").getEntityName(); var subgrid = window.parent.document.getElementById(subgridName); if (subgrid == null) { setTimeout(function () { filterSubGrid(); }, 2000); return; } var fetchXml = " " + " " + " " + " " + " " + " " + " " + " " + " " + " " + " "; subgrid.control.SetParameter("fetchXml", fetchXml); subgrid.control.refresh(); } How can I solve this? Thank you!
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Forum Post: Best approach to fire a plugin on a schedule
Hi I have some code (in a plugin) that I'd like to use to make regular housekeeping updates to my CRM. I'm not sure a plugin is the best approach but the functionality needs to run at 15minute intervals. Would it be better to use a Workflow?
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Blog Post: Voice of the Customer and CRM
Voice of the Customer (VoC) is not a new concept. It’s the marketing concept re-badged - the philosophy that firms should analyze the needs of their customers and then make decisions to satisfy those needs, better than the competition. It's the same, but it’s also different because we live in a digital world and finding out the needs of the customer involves smart use of digital technology. It’s all about follow-through Adopting a VoC programme is a good thing, but it needs to be implemented efficiently and fully to realise the promised gains. A 2015 Aberdeen Group report, The Business Value of Building a Best-in-Class VoC Program, demonstrated that best-in-class VoC users enjoy almost 10-times-greater year-on-year increase in annual revenue compared to all others. What sets the best-in-class VoC users apart from others, according to the study, is going beyond the efficient collection of feedback and sentiment data to a keen focus on putting these insights into action. Makes sense! Building a Best-in-Class VoC A VoC programme can be summarised by the following diagram: A best-in-class programme will comprise: 1. Efficient collection of feedback and sentiment from customers 2. Capture of data in a form that can be readily analysed 3. Operationalising the insights gained Each step is equally important. VoC Data Collection with Automation VoC data is generally captured from multiple channels: • Surveys including online, telephone, in-person, interactive voice-response and text surveys • Complaint forms on websites and mobile Apps or store comment cards • Social media monitoring tools • Traditional focus groups and interviews • Input from Customer service staff • Feedback from in-house marketing team about what works for your customers • Direct observation of behaviour, for example by observing the stage at which prospects exit your on-line shopping process The more information gained, the sharper the picture you can build of your customers. But there is a cost-benefit trade-off. Here’s where automation is valuable. Much of the information capture from customers can be automated in a way that is simple and convenient for the customer and requires no ongoing effort. Automated feedback capture includes: • Feedback during a web-purchase process including “exit insights” when a prospective customer exits the process without purchasing (what went wrong?) and feedback after the purchase (How was the experience?). • Electronic surveys (via email, text or mobile App) to a sub-group of customers (or even lapsed customers) or following an event such as onboarding or a purchase or service case. • Capturing relevant social media comments and/or sentiment. • In-store rating (Please rate our service) via tablet or other capture device. It’s clearly important to think VoC when designing and developing the organisation’s digital customer experience. Analysing the Feedback Another Aberdeen report, Voice of the Customer: How to Convert Feedback into Better Results, highlights best practices that help companies convert feedback and sentiment into actionable insights to drive superior performance. It states that “the top performing firms are 92% more likely than all others to have established an automated process to integrate feedback and sentiment data captured across multiple channels within the CRM system.” Best practice is to integrate your Voice of the Customer software with your CRM system. This is because enterprise CRM systems allow you to: 1. Receive VoC feedback via multiple data channels 2. Attach customer feedback directly to the customer record. 3. Automatically notify appropriate staff when customer problems or exceptions are identified and then create and assign follow-up tasks. 4. Deliver reports to reveal patterns and trends in the customer feedback 5. Segment customers and analyse the information in different ways to generate ‘insights’. 6. Automatically perform text and sentiment analysis. 7. Provide easy to use access to VoC information to the organisation’s staff – including via mobile devices. Survey functionality is available with Enterprise CRM systems such as Dynamics 365 - which is a good start. CRM also needs to be integrated to the digital customer experience channels and configured to store the information necessary to segment customers and categorise the feedback. To present the feedback simply and intelligibly, automation needs to be configured and reports and dashboards have to be set up. All feedback should be analysed. If you’re not going to analyse it, then don’t collect it. Taking Appropriate Action This is the stage where many organisations drop the ball. You must act on the insights obtained from customers and action must be constant and ongoing. A key driver for action should be respect for the customers who have engaged in your VoC process. Asking for their time and then doing nothing may infuriate them. You need to follow the VOC process right through to telling participants what you did in response to their feedback. Every level of the organisation must be involved and processes are needed to keep them involved. The Aberdeen VOC report highlighted that the Back Office needs to be a key part of VOC activities. It emphasises the importance of encouraging and enabling employee collaboration to appropriately address customer needs. Conclusion The Aberdeen VOC report concludes with the following observation: “One of the traps companies fall into when implementing and managing VOC programs is only focusing on reacting to customer problems by determining factors that frustrate buyers and actioning them. Savvy VOC users, on the other hand, also adopt a proactive approach where they use the feedback and sentiment data to assess how the entire business performs in meeting buyer expectations.” What savvy organisations do is to use the technology and tools available to get customer insights and then apply the marketing concept to the entire organisation.
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Forum Post: RE: Connecting Excel with Dynamics 365 through Power Query
Below are some screen shots of the issue I seem to be having, Here is where I am getting the API address from to enter in Excel Data line for Dynamics 365 (online) Using this address in Excel I get the error shown below:
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Forum Post: RE: Dynamics 365 9 OnPremise Invalid character when loading My Apps.
Hello, some similar links which may help solve your issue. community.dynamics.com/.../236640 www.c5insight.com/.../my-apps-and-processes-disappeared-from-the-sitemap.aspx Hope this helps,
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Forum Post: RE: Field Service Schedule Board not working with unified interface disabled?
Allright, So it seems like my only option is to use CRM 8.X, and wait some years until Microsoft have refined the unified interface. I think they are doing the same mistake as with windows 10. This was also intended that the PC and tablet should work similar. But this newer worked optimal, and was ineffective. Recently Microsoft have moved the windows 10 platform more towards windows 7 (GUI) to make it more productive.
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Blog Post: How to solve “You do not have enough privileges to access the dashboard” or “There was an error retrieving the charts” on the dashboard
Introduction Recently one of our clients faced an issue where a user with whom the personal dashboard was shared, was getting an error while seeing the dashboard. We shared the personal dashboard with the user but the user was still unable to see the charts in the dashboard. So, after delving into the reason we found that the view used in personal dashboard while sharing the dashboard was a personal view. So in this blog we are going to explain the cause which restricted the other user to see the data in the dashboard. Suppose User “ Sam ” has created a Personal Dashboard “ Opportunities with Actual Close date ” and shared with another User “ John ” by using the button Share Dashboard . Here John could see the dashboard with error as shown below. Then we checked for the view which was used in the dashboard and figured out the view used to configure the dashboard was also a personal view. This was because the view that was used to build the Dashboard was not shared with the user “John.” Here the view was shared with the user “John,” he was able to see the Dashboard with relevant data. Though a small missed setting but much needed to see the data. Conclusion In order for another user to be able to see your personal dashboard you also need to share your personal view.
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Forum Post: RE: Best approach to fire a plugin on a schedule
Hi, You can use a custom workflow assembly/action within workflow to achieve the same. 1. Create workflow to wait for X duration defined in the entity for the specified date i.e. Scheduled Date. 2. Create an action to perform the logic. 3. After every x duration, update the date to date+x duration. 4. Run the workflow on Scheduled Date update. If found useful, please mark this answer as verified.
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Forum Post: Custom javascript modifications in preparation for migration to CRM 2016
Hello, We are preparing to migrate from CRM2013 onpremise to cloud CRM2016. I know that DOM-accessing javascript is not supported but is there any supported method or alternative to what we were using (to color-code a field background depending on field value). - We were using document.getelementbyid("element").style.backgroundColor = Like I say I totally appreciate this is unsupported but it WILL work in 2016 if I place "parent."before "document" Is there any supported way of doing this - i.e. any function which I can replace all usage of "document.getelement.byId" with? In this case Xrm.page.getAttribue("myattribute").style does not work. Any suggestions very welcome - thanks.
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Forum Post: RE: Unable to open up an existing Opportunity
I am very new to Dynamics 365 development and I am having the same issue. I see there is a solution here but I am having difficulty in finding where to copy the code that needs to be over written. When I select an event and right click I only get the option to copy the event header. How do I copy the full event so I can then comment out the the Super(); as you suggested. Thanks!
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Forum Post: RE: Best approach to fire a plugin on a schedule
Hi Plugin is not used for running scheduled tasks in CRM. You could use Workflow or Flow or combination of both to do this. Workflow is good in executing logic in CRM but it does not have a clean scheduling mechanism. We can get around this but creating waiting workflows. Where as Flow as a built in schedule trigger. So you could consider the following solution which executes a workflow community.dynamics.com/.../executing-dynamics-365-workflows-from-microsoft-flow I you would like to stick to CRM workflows, please refer to the links below community.dynamics.com/.../scheduling-recurring-emails-using-a-workflow blogs.msdn.microsoft.com/.../scheduling-recurring-workflows-in-microsoft-dynamics-crm-2011-online-and-on-premise gonzaloruizcrm.blogspot.com/.../quite-often-we-have-business-process.html You may have to move your plugin code into a Custom Workflow Activity and call the in the workflow if the logic implemented using Workflow out of the box features.
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Forum Post: RE: Custom javascript modifications in preparation for migration to CRM 2016
Hi Manipulating the style of standard UI-components will always be unsupported. The only supported way of accomplishing what you describe in CRM 2016 would be to create a custom HTML webresource page that contains a custom rendered version of your field. You then include this weresource in the place of the real field and hide the real field. Use scripts to update the value of the real field if changes are allowed in the custom field. There's an upcoming feature for the latest CRM version that is going to allow you to create custom UI controls but since you are on CRM 2016, the webresource is your only supported option.
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