If I understand your requirement correctly, you would be sending the result to a RecordSet destination component. Then you can use the variable in subsequent data flow task.
↧
Forum Post: RE: Assign a Column value to a Variable CRM Source
↧
Forum Post: RE: Retrieve all Rollup fields in an organizations
If you are looking for updating all the roll-up fields of specific entity, I believe you can use the default functionality of Dynamic CRM. Please refer here : https://vjcity.blogspot.com/2019/06/how-to-change-frequency-for-rollup.html If you want to update all the rollup field by yourself, why you are using roll up field altogether, instead go for normal field according to your requirements. you can also save your formula in javascript webresource and retrieve the formula from there and update the value accordingly.
↧
↧
Forum Post: RE: D365 CRM Workflow Issue: Cannot update 'Regarding' field of email records with 'To' or 'From' field value
Thanks all for you reply and input. I'll research about what you all said regarding Party List attribute as it relates to the Regarding field
↧
Forum Post: Dynamics CRM 2015 On-premise The report execution 4nlzxx55ujf05t55kv0fova5 has expired or cannot be found
Dear, since you update local Dynamics CRM 2015 (On-Premise) to version 7.0.3.0147, none of the reports of reimplemented organizations work. The error is "The report execution 4nlzxx55ujf05t55kv0fova5 has expired or can not be found" How can this error be fixed? Full Stack: [CrmReportingException: Unable to add entry to ReportExecutionIdCache for ExecutionId: 4nlzxx55ujf05t55kv0fova5] at Microsoft.Crm.Caching.ReportExecutionIdCacheLoader.LoadCacheData(String executionId, ExecutionContext context) at Microsoft.Crm.Caching.ObjectModelCacheLoader`2.LoadCacheData(TKey key, IOrganizationContext context) at Microsoft.Crm.Caching.CrmMultiOrgCacheBase`2.CreateEntry(TKey key, IOrganizationContext context) at Microsoft.Crm.Caching.CrmMultiOrgCacheBase`2.LookupEntry(TKey key, IOrganizationContext context) at Microsoft.Crm.Web.Reporting.ReportViewerValidationHandler.ValidateReportSessionId(HttpContext context) [CrmReportingException: The report execution 4nlzxx55ujf05t55kv0fova5 has expired or cannot be found.] at Microsoft.Crm.Web.Reporting.ReportViewerValidationHandler.ValidateReportSessionId(HttpContext context) at Microsoft.Crm.Web.Reporting.ReportViewerValidationHandler.ProcessRequest(HttpContext context) at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStepImpl(IExecutionStep step) at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)
↧
Blog Post: “Dynamic” RFP responses: set yourself apart
If you're a B2B VAR of MSFT Dynamics CRM and you get an RFP to answer ASAP... you have far too many acronyms to sort through. In all seriousness, if you are this person, you likely know one thing above all else when an RFP hits your inbox: YOU ARE NOT ALONE. In fact, a handful (or a ton) of people reading this blog may have the same RFP and are also readying a response. What's your plan? Do you have an RFP response template ready to go in your Dynamics solution? Is it vertically targeted? Can you automate the product and pricing configuration therein and get it there in half the time? Will you be able to track every step from sent to signed? If you're using a configure, price, quote tool (CPQ) as part of your RFP response process, then you can say: "Yes, I have a plan, and yes, yes, yes, and yes." Dynamics CRM and CPQ: good for the customer AND the partner While it make crazy-good-sense for every Dynamics reseller to offer CPQ integrated with CRM as part of their overall customer-facing Dynamics offer, it makes just as much sense to be using a CPQ solution yourself. After all, we are all of us in the B2B sales space and know that a good RFP response is often at least half the battle. The other half is getting that response out quickly and following-up (for more details on killer RFP responses, check out this free whitepaper ). New to CPQ? We'll explain it to you. CPQ is a CRM and ERP extension that automates the RFP response/sales proposal process. With professionally designed, vertically targeted sales quote templates, a product and pricing configuration engine, and granular tracking of every RFP response you send, CPQ does what CRM can't (rather, what it can't do as well as it should). When you add CPQ to your CRM offering, you have a great way to start customer conversations as you can focus on closing sales rather than, say, organizing contacts or tracking leads. (Not that those aren't important, but every business worth its salt will take a closed sale over, well, just about anything.) And when, as a Dynamics partner, you use CPQ yourself in your RFP response process, you'll find a faster way to send more (and more professional) sale proposals. Writing killer RFP responses All the above aside, and as you likely know, no matter how progressive and aligned your tech stack is, it's only ever as good as the data and content you put in it. E.g., while CRM can help you organize information, if that information is "dirty," what's the point? And while CPQ can help you send better looking proposals more quickly, if the content in them is weak, it doesn't matter if you were the first RFP responder as your response was lacking. If you want to know how to populate your CRM and CPQ offering with RFP responses that help close more sales, check out this new whitepaper, " RFP Responses Made Easy ." And if you want to know how to add CPQ to your Dynamics portfolio, leave a note below. The post “Dynamic” RFP responses: set yourself apart appeared first on CRM Software Blog | Dynamics 365 . Related posts: Easier ROI in CRM (via CPQ) Using CRM To Find More Business Opportunity Dynamics CRM: An Innovative Solution for Union Staff And Members
↧
↧
Forum Post: RE: Dynamics CRM 2015 On-premise The report execution 4nlzxx55ujf05t55kv0fova5 has expired or cannot be found
Hi Please refer to the link below and see if it helps to resolve your issue. www.codesd.com/.../ssrs-2012-the-report-execution-has-expired-or-can-not-be-found-rsexecutionnotfound.html
↧
Forum Post: RE: KB Article CSS styling between backend and exposed portal front-end when published help
Hi Mike, Inline styles is actual problem. They have highest precedence over any styles defined in CSS, so I recommend to remove them completely, replacing them with class names. To do so - you probably need to 1) export KB articles from the Dynamics into Excel format 2) if Styles injections are similar - you can use regexps to replace them with class names. 3) if there are more complex patterns - and amount of the articles is large - probably you can write a program in any program language, which parse dom model of the article, and remove "injected" styles. Best practice to get uniformed styles across portal overall and KB articles is to create new css style-sheet file and attach it as child "web file" for portal Home page , or Knowledge-base page particularly. If you can find easier not to override styles, but to replace them or slightly fix them, you probably can edit theme.css. But I don't recommend to edit bootstrap.css. This is OOB bootstrap styles file and not intended to be changed. In worth case it could be updated during portal upgrade, in best place you just create hardly supported CSS mush at the portal.
↧
Blog Post: Moving to a new Home
I have been blogging on KRMCRM for several years now. Since it's not even called CRM anymore, I have decided to move into the future on a new site. Thank you to my loyal followers here! Please take a moment to check out the new site at KylieKiser.com and sign up to follow via email. All existing content has been migrated so you can still find all of your favorites there. Please head over and share your thoughts!
↧
Forum Post: RE: KB Article CSS styling between backend and exposed portal front-end when published help
Thanks Dmytro Rutkovskyi, I'll try the above approach and attach the CSS file to the Knowledge Article page and see if it works. Once it works I'll mark this question as resolved! EDIT: So I've included the CSS to the Knowledge article (see screenshot below) from the portal front end: Does it take some to work? I don't see any of my CSS styles updating the KB articles or do I see any references to the style sheet when I inspect the elements. Is there something I'm doing wrong? Below is the CSS code: @import url(https://fonts.googleapis.com/css?family=Open+Sans:400,300,300italic,400italic,600,600italic,700italic,700);.hiq-t{margin:0;padding:0}.hiq-t div,.hiq-t dl,.hiq-t dt,.hiq-t dd,.hiq-t ul,.hiq-t ol,.hiq-t li,.hiq-t h1,.hiq-t h2,.hiq-t h3,.hiq-t h4,.hiq-t h5,.hiq-t h6,.hiq-t pre,.hiq-t form,.hiq-t fieldset,.hiq-t input,.hiq-t p,.hiq-t blockquote,.hiq-t th,.hiq-t td{margin:0;padding:0;}.hiq-t ,.hiq-t {border:0}.hiq-t img{border:0}.hiq-t address,.hiq-t caption,.hiq-t cite,.hiq-t code,.hiq-t dfn,.hiq-t em,.hiq-t th,.hiq-t var{font-style:normal;font-weight:normal;}.hiq-t b,.hiq-t strong{font-weight:bold;font-style:inherit}.hiq-t ol,.hiq-t ul{list-style:none;}.hiq-t caption,.hiq-t th{text-align:left;}.hiq-t h1,.hiq-t h2,.hiq-t h3,.hiq-t h4,.hiq-t h5,.hiq-t h6{font-size:100%;}.hiq-t q:before,.hiq-t q:after{content:'';}.hiq-t em{font-weight: inherit;font-style: italic;}.hiq-t{background-color:#FFF;color:#262626;font-family:'Open Sans',sans-serif;font-size: 14px;padding:15px;margin: 0px;margin-right: 0px;margin-bottom: 20px;font-weight: normal;}.hiq-t HR{border: 0;color: #E4E4E4;background-color: #E4E4E4;height: 1px;width: 100%;text-align: left;overflow:hidden;margin: 0;margin-top:15px;margin-bottom: 5px; }.hiq-t img{border: 0px;}.hiq-t em{font-style: italic;}.hiq-t .computer_code{background-color:#f9f9f9;font-family:"Consolas", "Courier New", Courier, mono, serif;font-size:12px;-webkit-border-radius: 4px;-moz-border-radius: 4px;border-radius: 4px;line-height: 1.7em;color:#666;padding:5px;border:1px solid #999 }.hiq-t .tip{color: #c09853;background-color: #fcf8e3;padding: 8px 35px 8px 25px;margin-bottom: 20px;text-shadow: 0 1px 0 rgba(255, 255, 255, 0.5);border: 1px solid #fbeed5;-webkit-border-radius: 4px;-moz-border-radius: 4px;border-radius: 4px;}.hiq-t .info{color: #3a87ad;background-color: #d9edf7;padding: 8px 35px 8px 25px;margin-bottom: 20px;text-shadow: 0 1px 0 rgba(255, 255, 255, 0.5);border: 1px solid #bce8f1;-webkit-border-radius: 4px;-moz-border-radius: 4px;border-radius: 4px;}.hiq-t .warning{background: #F5E5DA url(/images/warning.png) 5px 50% no-repeat;padding: 8px 35px 8px 25px;margin-bottom: 20px;text-shadow: 0 1px 0 rgba(255, 255, 255, 0.5);border: 1px solid #FFB7A9;-webkit-border-radius: 4px;-moz-border-radius: 4px;border-radius: 4px;color: #CC3300;}.hiq-t .clearfloat{clear:both;height:0;font-size: 1px;line-height: 0px; }.hiq-t tt,.hiq-t kbd{font-family:"Consolas", "Courier New", Courier, mono, serif;font-size:12px;}.hiq-t a{color: #00BD9D;cursor: pointer;}.hiq-t a:link{color: #00BD9D;text-decoration:none}.hiq-t a:hover{color: #555;text-decoration: none}.hiq-t p{line-height: 1.6em }.hiq-t p{margin:0;padding:0 }.hiq-t H1{font-family:'Open Sans', sans-serif;color: #00bd9d;font-size: 2.75em;font-weight: 400;line-height: 60px;margin-bottom: 25px;}.hiq-t H2{font-family:'Open Sans', sans-serif;font-size: 2.2em;font-weight: 300;line-height: 40px;margin-bottom: 15px;}.hiq-t H3{font-family:'Open Sans', sans-serif;font-size: 1.6em;font-weight: 300;line-height: 30px;margin-bottom: 15px;}.hiq-t H4{font-family:'Open Sans', sans-serif;font-size: 1.5em;font-weight: 400;margin-bottom: 15px;}.hiq-t H5{font-family:'Open Sans', sans-serif;font-size: 1.125em;font-weight: 400;margin-bottom: 15px;}.hiq-t ul{list-style-type:disc;margin: 5px 0 0 9px;padding: 0 0 0 12px;}.hiq-t li{margin-bottom: 7px;line-height:160%;}.hiq-t ol{list-style-type:decimal;margin:0 0 10px 30px;line-height:180%;}.hiq-t ol li{margin-bottom: 6px;}.hiq-t table{border-collapse:collapse;border-spacing:0;width: 75%;font-family:'Open Sans', sans-serif;}.hiq-t table tr td{border-right:1px solid #CCC;border-left:1px dotted #CCC;border-top:1px solid #CCC;border-bottom:1px solid #CCC;padding: 8px;vertical-align:top;}.hiq-t table th{background-color: #00bd9d;color: white;margin-bottom: 0;border:1px solid #ccc;padding: 8px;text-align:left;}.hiq-t table td{font-family: inherit;}.hiq-t table tr:nth-child(odd){background-color:#ffffff;}.hiq-t table tr:nth-child(even){background-color:#f9f9f9;}.hiq-t table tr:hover{background-color: #ddd;}.hiq-t .left{text-align:inherit}.hiq-t .center{text-align:center }.hiq-t .right{text-align:right }.hiq-t .full{text-align:justify }.hiq-t img.left,.hiq-t table.left{float:left;text-align:inherit}.hiq-t img.center,.hiq-t table.center{margin-left:auto;margin-right:auto;text-align:inherit}.hiq-t img.center{display:block}.hiq-t img.right,.hiq-t table.right{float:right;text-align:inherit}.hiq-t .intro{width:800px;padding-bottom:25px}.hiq-t .container{overflow: hidden;width: 850px;}.hiq-t .container .columns{border:#cccccc 1px solid;float: left;margin: 0 15px 0 0;text-align: left;width: 600px;overflow:hidden;-webkit-border-radius: 4px;-moz-border-radius: 4px;border-radius: 4px;box-shadow: 0 1px 2px 1px #e9eded;}.hiq-t .container .contact{background: #ffffff;border: 1px solid #D8DEE3;float: left;margin: 0;padding: 10px;text-align: left;width: 200px;-webkit-border-radius: 4px;-moz-border-radius: 4px;border-radius: 4px;box-shadow: 0 1px 2px 1px #e9eded;}.hiq-t .container .contact h2{color: #333333;font-family:'Open Sans', sans-serif;font-size: 14px;font-weight: bold;margin: 0 0 7px;}.hiq-t .columns .header{background-color: #f2f2f2;color: #666;font-size: 14px;font-weight: 300;padding: 8px 17px 8px 10px;text-align: left;clear:both}.hiq-t .columns .col-inner{color: #333333;padding: 12px 5px 5px;}.hiq-t .columns .left-col{width:50%;float:left}.hiq-t .columns .right-col{width:50%;float:right}@media only screen and (min-device-width : 320px) and (max-device-width : 1024px){.hiq-t .intro,.hiq-t .container{width:100%}.hiq-t .container .columns{float:none;margin:0 5px 5px 0;background:none;width:100%}.hiq-t .container div.contact{float:none;margin-top: 20px;width:100%;}}@media only screen and (min-device-width : 320px) and (max-device-width : 480px){.hiq-t .columns .left-col,.hiq-t .columns .right-col{float:none;width:auto}} .hiq-t #searchContainer{font-size:12px;margin-bottom:20px;margin-left:0;margin-top:0;padding:10px 5px 10px 20px;max-width:800px;background: #F2F2F2;clear: left;min-width: 600px;white-space: nowrap;-webkit-border-radius: 2px;-moz-border-radius: 2px;border-radius: 2px;}.hiq-t h2.morehelp{font-size:14px;font-weight:bold;margin:0px 0 7px;font-family:'Open Sans', sans-serif;color:#333}.hiq-t h2.search{font-size:28px;font-weight:300;margin:0px 0 9px;overflow:hidden;font-family:'Open Sans', sans-serif;color:#333}.hiq-t .searchInput{margin:0px;padding-left:10px;padding-right:15px;padding-top:8px;padding-bottom:7px;border-left:#ccc 1px solid;border-top:#ccc 1px solid;border-right:#ccc 1px solid;border-bottom:#ccc 1px solid;width:520px;background:url("/images/kbsearch_bg.gif") #fff repeat-x center top;color:#333;font-size:15px;vertical-align:text-top}.hiq-t .searchInput:focus{box-shadow: 0 0 5px rgba(82,168,236,.5);-webkit-box-shadow: 0 0 5px rgba(82,168,236,.5);-moz-box-shadow: 0 0 5px rgba(82,168,236,.5);border: 1px solid rgba(82,168,236,.75);}.hiq-t .searchButton{-moz-border-radius:5px 5px 5px 5px;background:url("/images/button-bg.gif") repeat-x scroll left bottom #FEFFFE;border-color:#DDD #CCC #CCC #DDD;border-style:solid;border-width:1px;color:#555;cursor:pointer;font-family:Arial, "Lucida Grande";margin:0;font-size:20px;margin:0 0 0 5px;padding:5px 10px 5px;vertical-align:text-top}.hiq-t .searchButton:active,.hiq-t .searchButton.active{background-position:left top}.hiq-t .searchButton:hover,.hiq-t .searchButton.hover{border-color:#069;color:#069}.hiq-t table td#header_left,.hiq-t table td#header_right{border-bottom:1px solid #ccc;border-right:0px;border-left:0px;border-top:0px;padding:2px;}.hiq-t table td#footer_left,.hiq-t table td#footer_right{border-top:1px solid #ccc;border-right:0px;border-left:0px;border-bottom:0px;padding:2px;}.hiq-t iframe:focus{outline: none;}.hiq-t iframe[seamless]{display: block;}
↧
↧
Blog Post: Dynamics 365 PowerShell using Microsoft.Xrm.Data.PowerShell Part 2
This is part 2 of the mini-series on PowerShell for Dynamics 365 CE. If you haven’t read the first part, it’s available HERE . In this part we’re looking at connecting to a D365 environment. Just like we did with the first part, we’re putting the connection code in a function. We’re doing this in order to be able to call it multiple times, depending on the environment we’re connecting to. Eventually, we’ll connect to both a source and a target environments. The function looks like this: # Function to establish the connection to CRM environments function GetCRMConn{ param( [string]$user, [string]$secpasswd, [string]$crmUrl ) Write-Host “UserId: $user CRM URL: $crmUrl” $secpasswd2 = ConvertTo-SecureString -String $secpasswd -AsPlainText -Force Write-Host “Creating Credentials…” $myCreds = New-Object System.Management.Automation.PSCredential ($user, $secpasswd2) Write-Host “Credentials object created…” $crm = Connect-CrmOnline -Credential $myCreds -ServerUrl $crmUrl return $crm } Again, the lines starting with a “#” are comment lines. We start in our function by defining the parameters we’ll be passing to our function. We have here the user name, password and URL to the environment we connect to. The first line is using Write-Host to print back to the console the user name and the URL to your D365 instance. We’re leaving out the password on purpose. The next line converts the password from a string to a secure string. We need this in order to create the credentials object. Details on ConvertTo-SecureString are available at: https://docs.microsoft.com/en-us/powershell/module/microsoft.powershell.security/convertto-securestring?view=powershell-6 After another output to console we create the credentials object by calling New-Object . Documentation is available at: https://docs.microsoft.com/en-us/powershell/module/microsoft.powershell.utility/new-object?view=powershell-6 With New-Object we can create various object types. In our case, we are looking to create a PSCredential object. The command takes parameters for user name and password. The details are available at: https://docs.microsoft.com/en-us/dotnet/api/system.management.automation.pscredential?view=pscore-6.2.0 Finally, with the credentials object, and after another output line to console, we can create the connection to our instance. We call Connect-CrmOnline to create the connection object, passing the credentials object and the URL to the instance we connect to. The function return the connection object. You call this function using the following command: $myCRM = GetCRMConn –user “username” –secpasswd “password” –crmURL “url” And that’s that. Next post looks at extracting a solution from your D365 instance. Cheers!
↧
Forum Post: Microsoft Dynamics CRM 2016 OnPrimise OOB Subgrid
Hello everyone I'm using microsoft dynamics CRM 2016 OnPrimise and I'm having this strange kind of issue. The 'See the records associated with this view' Button on all OOB Subgrids is non response means no matter how many times you click that button its not doing anything (screenshot attached). Please note that its happening on all the subgrids throughout the CRM. Any help would be greatly appreciated. Thanks
↧
Forum Post: Populate multiple values from 1 entity to another using JS
Hi, we are using CRM Online version 9.1. This is the code I usually use for populating value from one entity to another. function populateInvoicingDetails() { if(Xrm.Page.getAttribute("customerid").getValue()!=null) //read var opportunity = Xrm.Page.getAttribute("customerid").getValue()[0].id; var opportunityId = opportunity.substring(1, 37); opportunityId = opportunityId.replace('{', '').replace('}', ''); var req = new XMLHttpRequest(); req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v9.1/accounts(" + opportunityId + ")?$select=new_invoicetocontactname", 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 oppnumber1 = result["new_invoicetocontactname"]; // Replace with the actual field names of the email address and phone number in custom entity Xrm.Page.getAttribute("new_invoicetocontactname").setValue(oppnumber1); } else { Xrm.Utility.alertDialog(this.statusText); } } }; req.send(); } I need to populate 6 values from Accounts to Invoice entity. I have created fields and mappings between the fields. This works perfectly fine for one field. How can I use this for multiple fields? I tried changing the code but could not make it work. Thanx.
↧
Forum Post: MS CRM 2013 integration with Outlook web application
Hi All, I need help to integrate outlook web based with ms crm 2013. How can i create addin or plugin that will integrate Outlook web and CRM. Is there any app or solution available for free. Thanks in advance. Thanks
↧
↧
Forum Post: First Response sent SLA
We currently have auto response configured for our emails. But we want to use first response sent in Dynamics so that we can determine our SLA for emails. How do we do that? how can we configure first response sent? our email response time sla is >=80% to be responded within 1 hour.
↧
Forum Post: RE: First Response sent SLA
like a time stamp.. hope that helps.
↧
Forum Post: How to fix plugin error on Pre Update: Context is not initialized or already cleaned up
Hi All, I encountered the error Context is not initialized or already cleaned up on my plugin that is triggered Pre Update of Account entity. See code below. Can you please let me know what is the fix on this? Thanks! Context is not initialized or already cleaned up
↧
Forum Post: RE: Microsoft Dynamics CRM 2016 OnPrimise OOB Subgrid
Hi, Could you please check if button action is available in command using ribbon workbench ?
↧
↧
Forum Post: RE: Microsoft Dynamics CRM 2016 OnPrimise OOB Subgrid
Could you please check in different browser and different user login (System Admin).
↧
Forum Post: RE: Connecting Excel with Dynamics 365 through Power Query
Are you onPrem, for online users the URL should look like this pranavshroti.api.crm5.dynamics.com/.../v9.1
↧
Forum Post: RE: Updating certain entities throws error about not being able to update
You may be trying to update an intersect entity directly which is not allowed, or perhaps a child entity without having any parent. please check. Hope this helps,
↧