704 questions
0
votes
1
answer
16
views
crm 2016 Query Builder Error salesorderdetail customView
We are using M$-CRM 2016 onPremise 9.1 and having the following issue:
I have a lookup on the entity salesorderdetail and use addCustomView for a special filter. But I always getting the error ...
- 303
0
votes
0
answers
22
views
Running alert on the click of "convert order" button on quote form and still have the conversion execute
I want to have a simple JScript run that provides a simple alert to the end user and then have the regular form functionality continue to run if the user clicks OK. I have created the webresource and ...
0
votes
1
answer
303
views
How do you export Attached Documents from Database taken from Microsoft Dynamics CRM 2016?
I'm currently trying to export attached files from a sql Database taken from a Microsoft Dynamics CRM 2016 application. The attached files data are stored as BLOBs in a VARCHAR(MAX) datatype. Pictures ...
0
votes
0
answers
24
views
How to Insert image to word template using C#/JavaScript in Dynamics CRM 2016?
Need to insert image to word template (added placeholder into template) while generating word from header button. on click of header word template we are creating the word document
I am working ...
1
vote
1
answer
617
views
How to link a specific view to a custom form in Dynamics 365 CRM?
I am currently working on customizing an entity in Dynamics 365 CRM, and I have a requirement to associate a specific view with a custom form. Here's what I want to achieve:
When users select the &...
- 57
4
votes
1
answer
202
views
Dynamics CRM 2016 - Help on return a value from Xrm.Internal.openDialog
I'm using a 2016 on-premise dynamics crm and I want to open a popUp, select a value from a list and return it to the caller.
I can't use navigateTo and the only function that can return a value seems ...
- 41
1
vote
0
answers
179
views
Can't create a self-referencing relationship on Quote in Dynamics V9 on-prem
I have encountered this issue today when adding a new field of type Lookup on an entity Quote, so it means that it's a self-referencing relationship, but the error I'm getting looks like this:
There ...
0
votes
0
answers
581
views
Web API to connect Microsoft Dynamics 365
Can I create a Web API to connect to Microsoft Dynamics 365 2016 on prem using .NET Core 6.0?
I attempted to accomplish this using .NET Framework 4.7 and it was successful, however it doesn't work in ....
1
vote
1
answer
76
views
What happens to tasks/cases in MS Dynamics CRM that were assigned to employees that have been terminated or left the company?
I just started at a company that uses MS Dynamics CRM 2016 extensively and I've been trying to run down a comprehensive answer for how the system handles tasks/cases that have been assigned to ...
- 13
0
votes
1
answer
1k
views
Where are the users personal dashboards in dynamics mscrm stored in the DB?
I need to get all personal dashboards in db I looked at tables:UserQuery, UserFormBase, UserQueryBase, UserQueryVisualizationBase, SavedQueryVisualizationBase
found nothing. In systemform table I ...
- 1,476
0
votes
1
answer
702
views
How to get selected records under bulk edit functionality
I am working on 2016 on-premise MSCRM, I need to check each record in bulk edit and alert the user if something is wrong, I tried to alert it from my update plugin but only general msg appeared, now I'...
- 1,476
0
votes
1
answer
568
views
CRM Plugin Did not Update All Fields
We're on CRM 2016 On-Premise. I have registered a plugin that gets triggered when two fields are being updated: fieldA and fieldB. The plugin will encrypt both fields, but for some reason it would ...
- 667
0
votes
1
answer
43
views
How to hide a chart in a section
I have a chart element in a section on my form, I need to hide the chart according to some rules, I know the way to hide a tab or a section but If I want to show/hide chart element according to it's ...
- 1,476
1
vote
0
answers
168
views
Dynamics CRM Web API error: The type 'BadAmbiguousElementBinding:.' does not inherit from and is not a base type of 'BadAmbiguousElementBinding'
We have a Service Fabric Microservices project, which is communicating with Dynamics CRM 2016 (on-premises) through Web API calls. Version v8.2 is used. Everything works fine, but sometimes randomly ...
0
votes
1
answer
414
views
How can recognize a custom field programmatically?
In Microsoft Dynamics 365, I need to find custom fields in an entity, I want to get custom fields of an entity with odata(rest api) or with SDK for dynamic purpose.
Is there any way to find out as ...
0
votes
1
answer
347
views
System.NullReferenceException When Executing FetchXML in Dynamics CRM Console App
We're on Dynamics CRM 2016 On-Premise. I'm trying to execute a FetchXML from a Dynamics CRM Console App.
I can connect successfully to our CRM.
I've tested the FetchXML successfully and returned ...
- 667
0
votes
1
answer
786
views
How to get recent records
There is an option in mscrm to see recent records (the "timer" button) how can I get this functionality? or how to get recent viewed records?
- 1,476
0
votes
1
answer
916
views
Retrieve Plugin not getting triggered
We are on Dynamics CRM 2016 On-Premise. Using a plugin I'm trying to automatically update a field when a user open the CRM Account form, in this example to value "5". Here's my code:
var ...
- 667
1
vote
2
answers
1k
views
Edit Xrm.Utility.confirmDialog button text
I want to use Xrm.Utility.confirmDialog but I need to edit the button's text, is it optional ? if yes, how can I do that ?
- 1,476
0
votes
1
answer
742
views
How to fetch users not in a specific queue/team?
I have a task to create a custom grid view of users not in a specific team.
I created the fetch according to team (entity) not equal to my specific team but I didn't get the wanted results after ...
- 1,476
0
votes
1
answer
274
views
Dynamics 365 Installation Error when it needs to create groups in OU
I have 2 virtual servers with Microsoft windows server 2019, and my DB is SQL server 2019, and my reporting server is 2019 as well. I want to install CRM v9 on-premise with an administrator user, and ...
- 93
0
votes
1
answer
142
views
How to trigger page events in multiple update
I am working on mscrm 2016 on-premise, when I change a field on multiple records (in the advenced find window) I see that the function connected to that field-change (onChange event) is not fired, it ...
- 1,476
0
votes
2
answers
2k
views
Error while Creating a Relying Party Trust in ADFS
We are getting attached error while adding a relying party trust to ADFS. This needed to be done as our CRM Test server had to be repaired since it was not taking in new patches. We reinstalled CRM ...
0
votes
1
answer
784
views
How can I set an action work flow as async?
I have created an ACTION workflow, and it's synchronous as default, Can I change it to asynchronous and how?
- 1,476
0
votes
0
answers
136
views
How to delete entity after all the dependent components has been removed?
I have removed all the components from my entity but when I try to delete it still throw an error. I have tried everything I found on the internet but no luck. Is there anyone who has faced the same ...
0
votes
1
answer
241
views
Do re-indexing of database runs automatically with CRM app?
It's my first time using CRM as an app. I have been using SQL Server for quite a while now. Our company is experiencing issues with emails, thus having warnings in event viewer
Query execution time ...
0
votes
1
answer
4k
views
Dynamics crm + how to get attribute value based on the type dynamically in plugin code
I have the below requirement.
I need to perform the sum of each field across multiple records of the same entity However while performing the sum, I also need to check the type and cast them ...
- 457
0
votes
1
answer
200
views
Using QueryExpression creates OrganizationServiceFault
I need some help. This is the first QueryExpression I've used since i had to update my SDK's to 365.
I'm not even doing anything hard at this point, but if I use QueryExpression in the code (like I ...
- 1
0
votes
2
answers
181
views
Change of Status in Dynamics CRM 2016 8.1
I have written code that is supposed to help us automate some specific cases. It will create a addresstag for the customer and change the status of the case to "Address Tag Sent".
All this ...
0
votes
2
answers
604
views
Delete entities, processes, dashboard and reports from managed solutions
My requirement is to delete certain entities, processes, dashboards and reports from managed solutions on a CRM dynamics 365 system (TEST, UAT, PROD).
The changes must first be implemented in a (...
- 662
0
votes
1
answer
2k
views
Security role for activity in Microsoft Dynamics CRM
I would like to find out if we can restrict users to only response or close activities that only assign to them in MS Dynamics CRM 2016. Please advise which permission that I should look at?
- 936
0
votes
1
answer
151
views
Using Workflow in DynamicsCRM 2016 to update all contacts in Marketing List
We use Microsoft Dynamics CRM 2016 on premise. We want to implement a workflow which updates a field of all contacts in the MarketingList. Did anyone achieve this ... How can I do this?
- 5,056
0
votes
1
answer
1k
views
Dynamics CRM 2016 On-Premises API Authentication
Our setup consists of on-premises CRM 2016 in IFD configuration with ADFS. We have several custom web apps that are embedded in iframes in CRM as well. Our web apps are MVC running in IIS on .NET 4.7 ...
- 3
0
votes
1
answer
2k
views
How to return a value from plugin to action/js?
I have a button that calls an action that triggers a plugin, I want to pass a value from my plugin and show it to the user (by popup). I defined an output parameter in my action.
How do I return the ...
- 1,476
0
votes
1
answer
593
views
Create Plugin behind a custom button in Dynamics CRM
I have a requirement that is needed a plugin in Dynamics CRM.
I want to create a plugin on the phonecall entity and after a click on the custom button, the plugin will create an incident with data of ...
- 93
0
votes
1
answer
719
views
How to set custom view as the only view of a lookup?
I have lookup field that is filled with custom view (using js) and I need that custom view to be the only view of that lookup field, how do I do that?
- 1,476
0
votes
1
answer
2k
views
How to use JavaScript to fill parent lookup on form in Dynamics 365 CRM on-premise?
Lets assume that I have 3 related Entities (PhoneCall-Account-Contact). For detailed information I must say in phonecall form I have a custom lookup field that related to account and another one that ...
- 93
0
votes
1
answer
198
views
Dynamics 8.2 RetrieveMultipleAsync Received Message Size Error on only 38 Records
Microsoft Dynamics 8.2
I've developed a Fetch Query that returns 38 records in the FetchXML Builder, it works perfectly. When I take the Fetch Query and use it as a FetchExpression in C#, I get a ...
- 39
0
votes
1
answer
103
views
How to solve null issue in resources field of service activity?
when I insert a systemuser to Resources look up field on service activity entity save and open it again I find a null value added. I didn't find an explanation about that issue or how to solve it, ...
- 1,476
0
votes
2
answers
215
views
Set secured field in javascript according to general attribute
My mission is: if the owner of the record is loading the form nothing changes but if not the record's owner loading the form so a X field must be a 'secured field' (can see the field not the value on ...
- 1,476
0
votes
1
answer
767
views
Dynamics on prem 8.2 getGlobalContext doesn't work only Xrm.Page.Context works
I want to show the "Run Workflow" ribbon button only to users with system administrator so I use the following JS which work fine in my Dynamics solution:
function getrolesarray(...
- 2,103
0
votes
1
answer
82
views
How to add buttons to crm vanilla grid?
On vanilla entity product (Bundle type) I have a vanilla grid Bundle products, I need to add the 'open grid in a new tab' (to watch the all grid), I didn't find that option in grid's attributes, is ...
- 1,476
0
votes
0
answers
513
views
In Dynamic CRM how to track export data from report
My requirement is to get the event when user click the save button and export data to excel or word to register some plugin code. I need to create some tracker record.
0
votes
1
answer
1k
views
How to pass parameters to a form using grid's plus button?
I open a new form using the + button of a grid, how do I pass parameters to the new form I open without using the
Xrm.Utility.openEntityForm
or can I use Xrm.Utility.openEntityForm in that case ?
- 1,476
0
votes
1
answer
147
views
SQL join two entities depending on type field
In my Microsoft Dynamics CRM 2016 (on prem) using MSSQL Server 2016 I try to create a report (using ReportServer) which provides the most recent activities on all open opportunities:
I want to find ...
- 5,056
0
votes
1
answer
256
views
SQL Query get most recent activiy per account (efficient query)
I use MS SQL Server 2016 and try to query the MS Dynamics 2016 on-premise DB efficiently. You don't need special knowledge about Dynamics to answer my problem because it's rather an SQL but a CRM ...
- 5,056
-2
votes
1
answer
457
views
How to open a new form of bundle from JS Dynamics crm?
I need to add a custom ADD BUNDLE button to a form that will open a product-bundle form after clicked, my problem is with the functionality, I want to use this: Xrm.Utility.openEntityForm("Entity"); ...
- 1,476
0
votes
1
answer
515
views
How to change WS-Trust security in Dynamics Crm project
My situation is suddenly I get :Value cannot be null.Parameter name: service when trying to get organizationservice,after googling I found that my proj uses WS-Trust security and it might create my ...
- 1,476
1
vote
1
answer
729
views
Trying to read custom field from Dynamics CRM 2016 using Xrm.WebApi
I want to read a custom field named (mxpcah_new_phonecalltype) using a WebApi call.
From my browser I can call:
https://myurl/PhonecallActivityHistory/api/data/v8.2/activitypointers(CEA756CE-5D7E-...
- 5,056
0
votes
1
answer
2k
views
How to get audit history data using web api in 2016 on premise CRM
I need to get the audit history details for specific record wise using web api only not though custom code.
I tried to get the audit history by using the below code. But it is not returning the ...
- 35