How to store values in a comma separated manner in a field through WEBAPI?
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Forum Post: How to store values in a comma separated manner in a field through WEBAPI?
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Forum Post: RE: Unable to add Facebook social profile
Hi Pauline456, we would appreciate if you can file a support ticket in O365 admin portal to be able to investigate. Thank you! Rapha
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Forum Post: RE: How to store values in a comma separated manner in a field through WEBAPI?
you store it as string inside a text field to create Dynamics Web Api requests you can use CRM REST Builder https://github.com/jlattimer/CRMRESTBuilder
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Forum Post: RE: Can we enable default dashboard for new Unified Interface in Dynamics 365 Online
Hi, check the links : docs.microsoft.com/.../enable-unified-interface-only
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Forum Post: Not getting Output parameter of Action
Hi, I have created custom button and on click of that JavaScript custom action is executed which has one "Entity Reference" as output parameter. which calls the plugin and I have set the value of output parameter in Plugin.(Value is set in Output parameter i checked this while debugging the code.) But I am not getting output parameter values in JavaScript code. Below is my JavaScript code: var target = {}; target.entityType = "cf_budgettracker"; target.id = Id; var request = {}; request.entity = target; request.getMetadata = function () { return { boundParameter: "entity", parameterTypes: { "entity": { typeName: "mscrm.cf_budgettracker", structuralProperty: 5 } }, operationType: 0, // This is an action. operationName: "cf_CloneBudgetAction" }; }; Xrm.WebApi.online.execute(request).then( function (result) { if (result.ok) { //output values are not coming } }, function (error) { console.log(error.message); // handle error conditions } ); } }; Plugin Registration Details: Action:
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Forum Post: RE: Need to add button in ribbon
Hi, you must use the RibbonWorkBench : ribbonworkbench.uservoice.com/.../71374-1-getting-started-with-the-ribbon-workbench
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Forum Post: RE: How to store values in a comma separated manner in a field through WEBAPI?
Through example can you show me how to achieve this.. f possible
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Forum Post: RE: October 2019 release impact on Classic UI
Thanks, we also got same standard response from MS regarding UCI release.
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Forum Post: RE: add a row to editable sub grid with javascript or c#
Thank you very much
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Blog Post: Creating WebJobs in Microsoft Azure
When working in CRM and other database systems we sometimes find that we need to automate pieces of work that cannot be handled within our system. This could be things like synchronizing data between two systems or sending daily notifications to users about work that is with them. In an On-Premise CRM environment, you would probably use a Windows Service hosted on a Server. For online clients trying to move away from hosting their own hardware we need to find a different solution. In the past this could have been a hosted virtual machine, however Azure is coming up with new ways for us to achieve our business tasks with more ease. WebJobs can be used to run these types of tasks. Typically, we find ourselves moving from Windows Services to Azure WebJobs as they are easier to configure, and the resources are managed for you by Microsoft. To create and write your WebJob you can use any console application or create an Azure WebJob application. There are two types of WebJobs -Triggered and Continuous. A triggered WebJob is run on a schedule defined using a CRON expression. Working with Dynamics CRM these WebJobs could be used in place of a waiting workflow, where you would like to send an email on a delayed schedule. A waiting workflow will become a drain on your Asynchronous services and cause your system to run slow. By removing these workflows, you could improve user experience in your CRM. If you need help generating CRON expressions, there are plenty of generators available to get you started. A continuous WebJob does not run according to any schedule - once it finishes running it runs again. Continuous WebJobs should be used when you want something to always happen, or when you do not want any delay between your actions and the WebJobs task. For example, a system that sends and receives txt messages in your CRM. Both types of Web Jobs are hosted in an Azure App Service. You can find the WebJobs section of your App Service under the Settings section. When creating them you need to have a ZIP of your logic files ready to upload into Azure. The following screenshots show the required detail for a Triggered WebJob and a Continuous WebJob. The Name, Type and Scale/Schedule is up to you. The upload files will be all the dll files required in the console application you will have written to run as your WebJob. I hope this will help you decide if you need an Azure WebJob when you are developing your systems.
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Forum Post: RE: Add Notes Regarding to the Case in Reports
Online reports can be developed using FetchXML queries and Notes entity is not included in the filter conditions explicitly. You can only select associated activities and type of Activity, and hence such type of report will not be possible.
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Forum Post: RE: October 2019 release impact on Classic UI
Please mark our answer as verified, if it has helped you to resolve your issue.
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Forum Post: VoC - Update existing question on a published survey
I need to change the wording of a question but it has already been published and there are responses already so I get error 500: the object you tired to delete is associated with another object. Is there a way around this. It is simply a grammar change
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Forum Post: run a js function on save completed crm dynamics
How can I run a function when save was completed? I have added a "Is Created" field on Form and created new business rule: When modifiedOn contains data, then "Is Created = yes", the js function is registered onChange of IsCreated field. The isCreated field changes to Yes, but the function isn't called. What can be the issue?
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Forum Post: Problem with Scheduling Agent
Help! We need someway to turn off the scheduling engine. We have been using Service Activities for a long time and are upgrading from CRM 2011 to Dynamics 365. In 2011, we used could get to the CRM server and was able to disable this. However, in D365, I can't figure out how this can be disabled. Everytime we create a service activity (which is a lot), we get the "General failure in scheduling engine" error. I have tried setting up large capacity for the resources and users (100000 capacity), and have tried everything I could find. I have full permissions as a system admin and system customizer roles, so it's not that. In all security roles, everyone has privileges to view, browse and all those permissions. I have gone through all the steps of setting up scheduling but because we are not using it, or booking resources, or booking characteristics (none of it except for resource lookup), nothing is working. Is there a way in D365 to disable this? I found a post http://mscrm2011work.blogspot.com/ but there was no clue to how to set the bUseEngine to false (it's not an attribute in the Service Activity). We no longer have access to the CRM server. I need this pop up gone! Thanks!
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Forum Post: RE: run a js function on save completed crm dynamics
If you refresh the page after your save what happens? because business rules only run on load and on change. The modified on could be updated when the record is saved so your logic wont fire
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Blog Post: Dynamics 365 License: How to choose the right one
Choosing the right Dynamics 365 license is more complicated than you’d think. You’ve sold the team on the value of the Dynamics 365 license, but which one? The amount of technical jargon you need to understand to interpret the selections is mind boggling. Therefore, many companies end up overpaying. Clearly, there must be a rhyme and reason to these offerings, right? Let's break down the basic questions you need to answer to select the right Dynamics 365 license for your business. 1. What is available for Dynamics 365 licenses? First, what all is available? Dynamics 365 at its core is a combination of a Customer Relationship Management (CRM) and an Enterprise Resource Planning (ERP). Formerly, these products were Dynamics CRM and Dynamics AX. Dynamics 365 is a combination of the Dynamics AX and Dynamics CRM functionality. Dynamics 365 is further subdivided into two sections: Customer Engagement (Dynamics CRM) and Unified Operations (Dynamics AX). Customer Engagement includes the applications for Sales, Marketing, Customer Service, Field Service, and Project Service Automation. Unified Operations contains the ERP functions, Retail, Talent, and Finance & Operations. Dynamics 365 has two sub-sections, Unified Operations and Customer Engagement. 2. What are the Dynamics 365 license plans? Second, we are going to take a look at the plans. All of the different applications within Dynamics 365 are available as a la carte options. That being said, it is often more cost effective to purchase a bundled plan. Dynamics 365 Plan The Dynamics 365 plan has everything on the menu. Therefore, it is the most cost effective plan. Basically, it includes the individual applications from the customer engagement offering bundled with the unified operations plan. Additionally, the plan comes with the easy to use and very helpful Power Apps. Offerings under the Dynamics 365 Plan. Customer Engagement Plan The Customer Engagement Plan is a bundle of all applications on the customer engagement side of the house. The purpose of this bundle is to connect apps that work together seamlessly to fulfill your marketing needs. In addition to the applications listed above, it also includes Power Apps and Marketing App. The Marketing App is only available to organizations that have over ten users. Devices can be added for an additional fee as well. Offerings under the Customer Engagement Plan. Unified Operations Plan If you are in needs of an enterprise level ERP without customer engagement, look no further than the Unified Operations Plan. Essentially, this plan bundles Finance & Operations with Retail, Talent, and Power Apps. However, additional options are available for device and activity. Offerings under the Unified Operations Plan. Business Central Is your business on the smaller side? In that case, Business Central is the ideal choice for small to medium-sized businesses that are primarily looking for an ERP. This is a complete ERP solution built on the Dynamics 365 NAV platform. Essentially, this is a scaled back solution that includes financial management, project management, sales and service, supply chain management, and reporting and analytics. Therefore, Business Central offers a considerable cost savings over the other plans. Offerings under the Business Central Plan. 3. How do users and devices work? Now that you have decided what functionality you need, it is time to take a look at who needs it. Dynamics 365 has four types of users. First, there are full users. Full users are licensed for plans that bundle multiple apps. Typically, full users hold roles that will require them to work in Dynamics 365 the majority of their time. For instance, this could include sales people, customer service reps, or supply chain managers. Additionally, they could also be individuals who set policies and guidelines for a company. Second, there are team members. Team members are added to plans at a significantly cheaper rate, but have minimal access. Team members hold roles that do not require access to the full breadth of Dynamics 365. They may just view or analyze data, or perform minor tasks. Third, there are devices. Device licenses offer an alternative to purchasing multiple license tied to individual users. In contrast, device licenses are great for shared tablets, computers, or phones. In contrast, individuals that have full or activity licenses can use them across multiple devices. Finally, if an individual needs access only to a specific function, they need an activity license. For example, a inventory manager does not need a full Finance & Operations application. However, they could save by just purchasing the Warehouse Management module. This is only available for certain functions. Conclusion In conclusion, taking some time to evaluate your needs can assist with making an informed decision about your Dynamics 365 licenses. Be sure to ask your provider up front if you are purchasing the correct licenses for your needs. In fact, a one size fits all solution may cause your business to spend considerably more than necessary. If you are interested in discussing what combination of Dynamics 365 licenses may be right for your business, reach out to Barash Consulting for a free consultation or a second opinion. We pride ourselves on ensuring that our customers receive transparent and comprehensive information about their options. Amanda Barash, M.S. Microsoft Certified Solutions Expert, Microsoft Certified Trainer Managing Director, Barash Consulting Phone: (800)801-2859 Email: amanda.barash@barashconsulting.com https://barashconsulting.com/ The post Dynamics 365 License: How to choose the right one appeared first on CRM Software Blog | Dynamics 365 . Related posts: What Microsoft Dynamics 365 means for CRM pricing and competition Can your business benefit from Microsoft Dynamics 365? 5 Reasons Selling Dynamics 365 CRM is a Great Opportunity
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Forum Post: RE: MSDN Product Key for Dynamics 365 v9 On-premises
Hi, Do you have a current MSDN/VS subscription? If so, the V9.x license key should be available to you under the license keys section. I tried view the incident number that you provided but that looks to be a case number that I am unable to access.
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Forum Post: RE: Views from Security category doesn't load since last Chrome update
A workaround could be to disable the Chrome flag #enable -lazy-frame-loading. The issue is that Chrome is lazy loading iframes. DevTools pointed me in that direction, since the views would turn up periodically while DevTools were enabled. This isn't a sure-fire solution, but the views at least load more than 50 % of the time.
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Forum Post: RE: Issue using CRM 365 with latest Chrome version.
A workaround could be to disable the Chrome flag #enable-lazy-frame-loading. The issue is that Chrome is lazy loading iframes. DevTools pointed me in that direction, since the views would turn up periodically while DevTools were enabled. This isn't a sure-fire solution, but the views at least load more than 50 % of the time.
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