Hi all, I've got two requirements for when sending an email from a case linked to a specific queue. The first one is the default the from address of the created email from the user who created the email to the queue email itself. I've found a solution to this from Megan Walker who gave a good example of real time workflows. https://community.dynamics.com/crm/b/meganwalker/posts/automatically-send-emails-from-a-queue The second problem I have is that even though I want the From address to be the queue, I want a standardised email signature that dynamically populates the name of the user who is sending the email. I know that the recommendation is to use a email template and have the signature populate from there but there are times where people just want to write a short few sentences in reply to a case without having to select a whole template. Is there anyway to dynamically populate just the name of the signature to whoever the user is? Kind regards, Mike
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Forum Post: Adding a Signature which dynamically populates the name of the creator
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Forum Post: RE: Save Seconds on DateTime Field
Hi partner, Unfortunately D365 dose not support show seconds in datetime field, The datetime fileds in D365 are encapsulated controls. You could create a web resource like Html to show it or create a input field to show date with seconds. For example, I have an input field named "Time" and I want to set a datetime value with seconds to it, you could refer to the following code. function setTimeToInput ( executionContext ){ var formContext = executionContext . getFormContext (); var today = new Date (); var year = today . getFullYear (); var month = today . getMonth (); var day = today . getDate (); var hour = today . getHours (); var min = today . getMinutes (); var second = today . getSeconds (); formContext . getAttribute ( "Time" ). setValue ( year + "-" + month + "-" + day + "-" + hour + ":" + min + ":" + second ); } Please share more details about your requirement so that we could find out other better ways to do this. Hope it helps. Best Regards, Leo
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Forum Post: RE: How to get Customer Parameter values in HTML Webresource when opened with Xrm.Navigation.openWebResource
Hello Ajyendra Singh, Thanks for the help. Iam not able to get URL value from above code in the vals[i] = vals[i].replace(/\+/g, " ").split("="); getting below value instead of URL value. URL%3Dhttps%3A%2F%2Ffieldcomplex.crm6.dynamics.com%26projectSubCategoryId%3D723b0fd5-74cf-e911-a813-000d3a79607 Pls suggest how to get URL value.
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Blog Post: MB-200: Microsoft Dynamics 365 Customer Engagement Core – Business Rules
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at concepts around business rules. You can see below that we have a section of the exam which covers managing the user experience. Within this section under the heading “Create and manage processes” business rules are mentioned. Business rules are a truly great feature of Microsoft Dynamics 365 as they allow us to configure rules to complete many actions on entities that previously would have required a developer to write JavaScript code. For example, with a business rule we can decide when fields are visible. Unlike workflows business rules are triggered as users interact with the form giving instant feedback. With business rules we can create complex rules that conditionally effect the user experience by allowing us to; Offer recommendations to users Lock / unlock (enable/disable) fields Show error messages Set fields to specific values Set default values Make fields mandatory Hide and show fields All of these changes would have needed the assistance of a developer in earlier versions of “CRM” but now they can be achieved simply with configuration. This doesn’t mean JavaScript is redundant as it may still be required if highly complex logic is required or when limitations of business rules come into play. For example, within a business rule we can hide and show fields on the form. But we can’t hide / show sections or tabs. If that is needed we’d still resort to JavaScript. Tip: It is actually possible to hide a section without JavaScript if we individually hide all of the fields in the section, as once all of the fields are hidden the section will hide! Another nice thing about business rules is we can define their scope, so that they can be applied to a specific form, all forms or even operate at an entity level. Business rules represent client-side logic that is applied on the form as the form is opened. Also, additionally, when defined as entity level the business rule logic can be applied at a server level. Meaning server side business rules run client-side and server-side. Entity level rules are triggered as users interact with the form AND they run on the server when a record is created or saved. Note: Business rules that have a scope of “entity” are supported with editable grids. You should be aware that all of the fields referenced on a business rule must exist on the form (or editable grid). If we have a business rule that runs on a form that references fields that aren’t available it simply doesn’t run. We have two methods of accessing business rules for an entity. The newer interface is “make.powerapps.com”. (I recommend you use this one.) But as this is still pretty new we do have a “switch to classic” option that will open the older style app configuration options. WITHIN THE CLASSIC INTERFACE … we have a business rule options on the entity, form and even on fields. When viewing business rules, at an entity level we see all the business rules. When we view the business rules from a form we’ll see all the rules that apply to that form. And if we view them from a field within a form we’ll see only the business rules which could use or impact that specific field. Meaning the rules are displayed from the perspective that they are being viewed. WITHIN THE NEWER maker.powerapps.com INTERFACE … to view, amend and create business rules open the entity. You can see a list of business rules associated with the entity. But when you load the new form editor you do not see business rules. Meaning the rules are now only display at an entity level. Below you can see that within “make.powerapps.com” I have opened my solution and selected to edit an entity. Within the tabs available for the entity I have business rules. Business Rules Scope There are three options possible for the scope of a business rule; Single Form Scope – Use this when a business rule specifically applies to a single form. It involves selecting a specific form name. All Forms – Use this to apply the business rule to all forms. (Including main and quick create forms.) Entity – Use this to run the business rule at a form and server level. (Server level being triggered by a create or update of data.) Useful if the rule is to be applied not only on forms but when data is imported. Also useful if the business rule is to be applied to editable grids. Tip: To change the scope on an active business rule, you will need to deactivate it before making the change. (Or any change to an active rule for that matter!) Business Rule Designer The introduction of Dynamics 365 gave us a new form designed for business rules. Meaning we can create business rules using a drop and drag interface. The designer also gives a graphical representation of business rules that help to make them easy to understand. When the new designer was first launched I created a blog post to describe this new feature. You may find that post useful. (It also describes the recommendations feature!) You can view that post here . Part of your revision should include getting some hands-on experience of the business rule designer, so that you become familiar with its key features. Including the minim map and text view features. Business Rules Example The best way to explain business rules might be to show a quick example. Below you can see an example of a business rule. All business rules will have at least one condition. But as you can see we can add more if required. Meaning you can create if, else if and else constructs. Linked to each result of the condition you can add a number of actions. (or other conditions.) As already mentioned these actions can be used to hide fields, set field values etc. When considering conditions in business rules it is important to be aware that a condition can have several parts and they can have and / or logic applied. (The default being and.) The rule above has two conditions based on the relationship type with the account. If the account is a customer that I make the price list mandatory, and default the category and payment terms fields. For suppliers we do different things. Etc. Below you can see that because this account has been set to scustomer then the price list is mandatory, and payment terms / category has been given specific values. Having created and saved your business rule, you will need to ensure it is activated. Once activated you need to deactivate the business rule to change it. Each action has slightly different parameters. With set field, for example, you pick the field and then opt to set it to a value or another field. The best approach to learn how the different actions work will definitely be to try some out to see what happens. I hope this post has given you a feel for how business rules work and some of the concepts you’ll need to cover for the MB 200 exam. As always, this is an important area to get some hands-on experience of.
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Blog Post: Infographic: 5 Tips to Achieve High CRM User Adoption from the Start
Are you ready to achieve high and continuous CRM user adoption from the start of your journey? Gaining this sort of engagement is not always the easiest thing to do – we get it! These tips will help to make things much easier when it comes to achieving this goal. Here’s what you should know about how to achieve high CRM user adoption from the start … Do you like these tips? Get more expert insight on the topic of CRM user adoption from Ledgeview … Blog: Top 10 CRM User Adoption Infographics of 2018 Across industries, gaining high and continuous CRM user adoption is a huge concern for businesses today, no matter their size. In 2018, we addressed this common issue as a recurring theme in a variety of our content, and you responded! As part of our Top 10 Most Popular content recaps series, we now bring you the most popular infographics of 2018 that are focused on gaining high and continuous CRM user adoption. It’s time to create a more positive relationship between your users and CRM this year, don’t you think? If you’ve navigated to this post, we’re guessing that’s a YES! It should be, anyway. [Read On] Webinar: Planning for CRM Success A successful CRM implementation, upgrade, or project hinges on detailed preparation. In this on-demand webinar, Ledgeview Partners experts discuss key factors to help you plan for CRM success. Learn all about … How to assemble your project team How to avoid project pitfalls Best practices for design and deployment Building a successful user adoption program Achieving ROI eBook: 10 Expert CRM Tips on Achieving High User-Adoption from the Start Implementing CRM in your organization is not as simple as sending out an email to every employee in your organization and saying, “Hey, we have CRM now! Use it.” If only it were that simple, right? With the tips Ledgeview presents in this eBook , it just might be that close … Though CRM can be an amazing (essential) asset for companies, it can be easily misused or disregarded. This simple guide will walk you through how to properly talk about and prepare for CRM before Rollout Day. Contact Us Today To learn more about Ledgeview’s Expertise Let’s Talk Related Articles Julia Flaherty Infographic: 5 Tips to Achieve High CRM User Adoption from the Start Julia Flaherty Julia Flaherty Join Us for an Upcoming Webinar – 10 Steps to a Successful CRM Implementation! Julia Flaherty ADDITIONAL POSTS The post Infographic: 5 Tips to Achieve High CRM User Adoption from the Start appeared first on Ledgeview Partners .
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Forum Post: RE: ON CLICK Approve and submit button in HTML
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Forum Post: RE: ON CLICK Approve and submit button in HTML
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Forum Post: RE: ON CLICK Approve and submit button in HTML
Hi Sandee, From your description and as per my understanding, it seems that you would like to merge data from two entities into another entity ? If so, I have other 2 questions to confrim: 1. Could you share a screenshot with your column header title ? From your posted image, I didn't know which columns could represent your Semester and Module entity. 2. There is no checkbox for each row of your table, so for your crm users, how would you like to make them select rows ? only one item could be selected in each submission or multiple selects is allowed ? Regards, Clofly
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Forum Post: Dynamics Portala|| PowerApps Portal After signout Redirect to Home Page (Without Code--only Customizing)
I need user to redirect to Home page after user clicks on signout. There is already solution provided using liquid script Here is the solution provided https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/209262/automatic-redirect-to-login-page-after-logout?pifragment-97030=1#responses But do we have any customized way in portal to change this behavior. I would like customizing rather than scripting. Here is one blog which states customizing way but did not helped for me shaikhd365.blogspot.com/.../redirect-to-home-page-when-logout-into.html
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Forum Post: Update plugin, infinite loop
Hi, I am triggering a plugin on update of field A in entity. I have to check few rules for field A and then re update the same field. The plugin is running fine but it is going into iterative loop. Any suggestions on how to avoid iterative loop. Many thanks
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Forum Post: RE: ON CLICK Approve and submit button in HTML
1. Could you share a screenshot with your column header title ? From your posted image, I didn't know which columns could represent your Semester and Module entity. Ans: Semester Entity = Semester Entity Module Entity =Subject steup entity
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Forum Post: RE: ON CLICK Approve and submit button in HTML
activity monitoring= new_activity monitoring name= new_name(activity monitoring) above records will be saved in activity monitoring entity. when record for combination(Semester & Module) is already there in that case we will edit record else we will create.status will be draft finaly on approval from dean .these records in activity monitoring will be published
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Forum Post: RE: ON CLICK Approve and submit button in HTML
i will select records single select only.i will i will edit record in activity monitoring form only.
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Forum Post: RE: Adding a Signature which dynamically populates the name of the creator
I've not tried it, but you could try using the same idea of a real-time workflow to append text to the email body (description field), which can be dynamic. However, you'd want to test that this renders correctly, as the email body is typically HTML.
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Forum Post: RE: Why Modified On and Modified By is always being updated?
Status (statecode and statuscode) values can be changed either via an Update message, or a SetState message. So, one thing to check is whether the plugin on the Update message is firing at all, as it probably won't on a SetState I'd also try registering the plugin on the Pre-operation stage, rather than Pre-validation. Some internal changes happen between these stages (and it could be that a SetState on Pre-validation is turned into an Update on Pre-operation )
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Forum Post: RE: Update plugin, infinite loop
Hello My friend try this condition : if (context.Depth == 1) { // do something } Depth is an attribute that is dedicated to resolve this problem, To avoid this CRM by default they given how much looped it went, so you use context.depth >1 return in plugin code. Pleas emark this Answer as verified
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Forum Post: RE: ON CLICK Approve and submit button in HTML
i added semester and subject setup coulmns to query . as of now here is no data for subject setup there is only for semester
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Forum Post: Dynamics 365 Fetchxml ssrs report Issue
Hi Everyone, I am working on FetchXML based SSRS reports and stuck with how to proceed with the issue. I have an entity called opportunity and it is 1:N relationship with forecasts. 1 opportunity can have multiple forecast records. I need to do a SSRS report to display some fields from opportunity and SUM from related forecast records based on dates. So the report columns looks like this and it is grouped by opportunityid to show only 1 for each opportunity. Opportunity ID, Estimated Revenue, Created On, Forecast This Month, Forecast next 3 months, Forecast Next 6 Months and so on I have written a fetch XML query to retrieve opportunity and its related forecast records. I did to find a SUM of forecast records between two dates but it shows 0 as a result. Please see below. I have tried different expressions but it does not work. Please see the expressions I am using as below =SUM(IIF(((Fields!ad_new_forecastdate.Value)>(DateAdd("d",-(Day(today)-1), Today))And((Fields!ad_new_forecastdate.Value) (today))And((Fields!ad_new_forecastdate.Value)<(today.AddMonths(3))),Sum(Fields!ad_new_actualtotalValue.Value),0) Can someone point to correct way of doing this and correct filter expression? Thanks and Regards Nemath
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Forum Post: RE: How do you export changes you made in the App Designer on a Dev site to a Prod site?
Hi Charlotte, Could you check if the Client Extensions component is included in the (App) solution?
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Forum Post: RE: installing crm 2016 On-Premis on secondary server 2016
I have yes. also both are up to date. And i have tried to install SCCM just to test if the domain was communicating together. and that worked perfectly.
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