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need to display CRM view with a dynamic filter vate - My service activities filter by a spefic date.

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We need to retrieve and display the service activities for a given week per resource. I created a custom entity “Resource Hours” and have a look up to service activities.   In a section (grid), I display the “My Service Activities” in the screen.  CRM displays all service activities by default.  Is there a way for to us filter the view “My service Activities” by a dynamic date value. 

We have a date field “new_week”  and when a date is selected (7/4/2011), we want to filter the view based on the week of 4<sup>th</sup> of July.  What will be a sample jscript. I could retrieve the fetch xml and pass a dynamic date value via Jscript using on-select event of attribute (new_week).   Appreciate your help.


Budget in Campaign records

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Hello Team,

I want to know how to enable budgeting in Campaign once the record is created and how to create the quick campaign record.

Regards,

Vandana K

CRM 2011 - Unable to resolve case due to open activities

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I have one particular Case on my system which can't be resolved. When attempting to resolve the case, a message is displayed saying that case cannot be reolved as it has acivities associated with it. While there are activities which consist of Appointments and Email, these have all be completed.

Has anyone experienced this issue before? It is worth mentioning that this only happens on extremely rare occasions.

Regards,

Dan 

Workflow error code -2147220911: Need to start a transaction before commit

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Hi,

I have created a workflow to set the values of two boolean fields on a form. When I try to run this workflow however it is failing. I checked the details and the error code is -2147220911 and the message is "Need to start a transaction before commit".

This isn't the first workflow that it has done this on and it has failed when I was trying to update a different boolean field.

I've had this same error message before when I was trying to do something without the right permissions being assigned, however this time I have the System Admin role, which I would have thought gave me access to everything.

Is this an issue with updating boolean fields or perhaps something else?

Thanks

Is there a relatively simple sample for connecting to CRM online via C# which works?

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I have looked at the samples in the CRM 2011 SDK (particulary the quickstart example), but when I try to use them, they fail.

I get the following error:

An unsecured or incorrectly secured fault was received from the other party...

Authentification Failure

I would prefer an example that just works - can anyone point me to one?

P.S. (I didn't have any of these sort of issues with the CRM 4.0 sdk, Micosoft...)

How To Call Workflow by Program

Email reply to alernet Email id

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Hello All,

Snerario is contact entity having multiple email field (1 is OOB and others are custom). incomming email from alternet Email ID (Custom field) is getting sync with CRM but when i am replying to that Email, CRM replies to primary email id of contact. Is this bug of CRM or what.

Unable to open my CRM application

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Hi All,

When I try to open my CRM. Once I will paste my CRM URL on addressbar then enter, I will be get the following error message.

" Unable to open https://myCRm/. Can not download the information you requested "

Please share me anybody with resolution information.

Thanks & Regards,

CRMNoviceuser 


Gettting GUID from related records in plugin

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I am writing a plugin that is going to create an invoice when my ticker entity increments. This increments daily and is the trigger for my plugin so i cannot retrieve the id from the post image as it is for the ticker entity.

I have run some fetchXml as i thought i could get GUID via this method but i cannot find the field available, correct me if i'm wrong. Is there a way to do this with some kind of query as i need to use the guid to tell which records in crm to update/delete. 

Thanks very much Harri

Only owner can revoke access to the owner CRM 4.0

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Hi,

I am getting following error when i am trying to revoke access from record through plugin.

you cannot unshare this record. Only owner of selected records allowed to remove from the share.

Please help!! 


Garfield!!

plugin from CRM 4.0 to CRM 2011 does not execute

CRM 2011 - Apply formatting to Cases in a list view

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I would like to know of a way to highlight Cases in a view which, for example, have been opened for a certain length of time. Is there any way to do this in CRM 2011? I will consider using an unsupported method if it will not break any other functionality.

Many thanks,

Dan


 

Whether Creating Record from XML File using EarlyBound/LateBound is equal to Data Import?

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Hello Experts, I have already posted some question regarding this DataImport. But still i have some doubt. So i am posting this Question.

If i Create the records from SampleData.XMl file in CRM using Early bound or LateBound, will it be same as DataImport? or i have to take some other more steps while creating records. Please suggest. Your suggestion will be helpful for me.

Thank you very much.


saroj

JavaScript Error on slection of a record from Lookup in CRM 2011 Online with UR-12

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Dear,

I am getting below error When I am trying to select a record using  lookup on Case entity.

Microsoft Dynamics CRM Error Report Contents<CrmScriptErrorReport><ReportVersion>1.0</ReportVersion><ScriptErrorDetails><Message>Unable to get value of the property 'getAttribute': object is null or undefined</Message><Line>891</Line><URL>/_controls/lookup/lookupinfo.aspx?AllowFilterOff=0&DefaultType=10020&DefaultViewId=BB7B71FC-7251-438E-B217-D3508990CE05&DisableQuickFind=0&DisableViewPicker=0&LookupStyle=single&ShowNewButton=1&ShowPropButton=1&browse=false&objecttypes=10020</URL><PageURL>/_controls/lookup/lookupinfo.aspx?AllowFilterOff=0&DefaultType=10020&DefaultViewId=BB7B71FC-7251-438E-B217-D3508990CE05&DisableQuickFind=0&DisableViewPicker=0&LookupStyle=single&ShowNewButton=1&ShowPropButton=1&browse=false&objecttypes=10020</PageURL><Function>safeWindowShowModalDialog(url,winArguments,features,useModalDialog)</Function><CallStack><Function>safeWindowShowModalDialog(url,winArguments,features,useModalDialog)</Function><Function>openStdDlg(url,winArguments,width,height,resizable,modeless,customWinParams,functionReference)</Function><Function>openStdDlgWithCallback(url,winArguments,width,height,functionReference,resizable,modeless,customWinParams)</Function><Function>LookupObjects(lookupField,lookupStyle,lookupTypes,lookupBrowse,bindingColumns,additionalParams,showNew,showProp,bPopulateLookup,defaultType,searchString,dataProviderOverride,defaultViewId,customViews,filterRelationshipId,rId,rType,rDependAttr,allowFilterOff,disableQuickFind,disableViewPicker,viewsIds,crmAttributeId,callbackReference)</Function><Function>LookupObjectsWithCallback(callbackReference,lookupField,lookupStyle,lookupTypes,lookupBrowse,bindingColumns,additionalParams,showNew,showProp,bPopulateLookup,defaultType,searchString,dataProviderOverride,defaultViewId,customViews,filterRelationshipId,rId,rType,rDependAttr,allowFilterOff,disableQuickFind,disableViewPicker,viewsIds)</Function><Function>anonymous(ignoreOnClick,noDialog,searchValue,asyncOperation){if(this.get_readOnly())return;var$v_0=this.get_element().onclick;if(ignoreOnClick||IsNull($v_0)){!noDialog&&!Mscrm.Utilities.isIosDevice()&&this.setFocus(null);this.RaiseSetAdditionalParamsEvent();var$v_1=this.getLookupField(),$v_2=null;if(noDialog){this.$22_4(asyncOperation);return}var$v_3=newMscrm.FormInputControl.ShowDialogEventArgs($v_1);if(!Mscrm.Utilities.isModalDialogSupported()){var$v_4=[$v_2];$v_3.$q_1=Mscrm.Utilities.createCallbackFunctionObject("callbackForShowDialog",this,$v_4)}if(this.$2Q_4($v_3))$v_2=$v_3.$l_1;else{var$v_5=this.$1X_4(),$v_6=this.$f_4(),$v_7=this.$15_4($v_6),$v_8=this.$1Y_4($v_6);if(!IsNull($v_6)&&!isNullOrEmptyString($v_7)){this.AddParam("currentid",$v_7);!isNullOrEmptyString($v_8)&&this.AddParam("currentObjectType",$v_8)}var$v_9=this.get_element().getAttribute("allowFilterOff");$v_9=!IsNull($v_9)?$v_9:null;var$v_A=this.get_element().getAttribute("disableQuickFind");$v_A=!IsNull($v_A)?$v_A:null;var$v_B=this.get_element().getAttribute("disableViewPicker");$v_B=!IsNull($v_B)?$v_B:null;var$v_C=this.get_element().getAttribute("availableViewIds");$v_C=!IsNull($v_C)?$v_C:null;var$v_D=Mscrm.Utilities.createCallbackFunctionObject("handleAfterLookup",this);$v_2=LookupObjectsWithCallback($v_D,$v_1,this.get_lookupStyle(),this.get_lookupTypes(),this.get_lookupBrowse(),this.$C_4,this.get_additionalParams(),1,this.get_showProperty(),false,this.get_defaultType(),searchValue,this.get_dataProviderOverride(),this.get_defaultViewId(),this.get_customViews(),$v_5.$W_0,$v_5.$Q_0,$v_5.$d_0,$v_5.$V_0,$v_9,$v_A,$v_B,$v_C)}Mscrm.Utilities.isModalDialogSupported()&&this.handleAfterLookup($v_2)}}</Function><Function>anonymous(domEvent){if(this.get_isInlineLookup()&&!this.$i_4)if(!IsNull(this.get_element().getAttribute("isDeDupLookup"))&&this.get_element().getAttribute("isDeDupLookup").toString()==="1"&&!isNullOrEmptyString(this.$1Z_4()))this.$2d_4();elsethis.showSearchResults();elsethis.Lookup(false,false,"",false)}</Function><Function>anonymous(){returnb.apply(a,arguments)}</Function><Function>anonymous(b){returne.call(a,newSys.UI.DomEvent(b))}</Function></CallStack></ScriptErrorDetails><ClientInformation><BrowserUserAgent>Mozilla/5.0 (compatible; MSIE 9.0; Windows NT 6.1; WOW64; Trident/5.0; SLCC2; .NET CLR 2.0.50727; .NET CLR 3.5.30729; .NET CLR 3.0.30729; Media Center PC 6.0; InfoPath.3; .NET4.0C; .NET4.0E)</BrowserUserAgent><BrowserLanguage>en-US</BrowserLanguage><SystemLanguage>en-US</SystemLanguage><UserLanguage>en-US</UserLanguage><ScreenResolution>1366x768</ScreenResolution><ClientName>Web</ClientName><ClientTime>2013-03-08T19:16:10</ClientTime></ClientInformation><ServerInformation><OrgLanguage>1033</OrgLanguage><OrgCulture>1033</OrgCulture><UserLanguage>1033</UserLanguage><UserCulture>1033</UserCulture><OrgID>{5F7ED9F0-B725-406A-B3F8-B71D8D9CDBBA}</OrgID><UserID>{D177E468-0167-E211-A87E-78E7D162BAE6}</UserID><CRMVersion>5.0.9690.3339</CRMVersion></ServerInformation></CrmScriptErrorReport>

Please suggest me some solution.Same lookup is working fine in Mozilla.

Regards,

Yusuf


If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansarihttp://microxrm.blogspot.in

CRM Iframe

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Hi, I need to retrieve the id of the page crm which form content an  aspx iframe.

In my case, i created in dynamics CRM case(incident) form, a section which content and aspx iframe.Now i need to retrieve the id of the case (incident).

How can i do it?

I am using dynamics CRM 4.0.

Thanks.


Dialog query prompt-and-response option set

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Is it possible to display a pre-defined option set in a prompt-and-response? I don't mean one where you enter the possible values in the query itself. I want to use an Option Set defined in the Customizations.

I can see how I can query entity records but not option sets. I can also retrieve an entity that contains the option set, and limit the result set to a single column of that option set, but I can't specify "Distinct". The "Modify Query Variables" tab shows the Fetch query with distinct="false" but this does not seem seem to be editable. I also tried making a View but once again, I can't seem to specify Distinct.

Thank you

update plugin in crm 2011

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hi everyone,

i create a plugin which is succesfully work on create event and i want also work this plugin when the entity is update.

i have created a new step and choose update(pre operation mode) and i give orders to these two event.

1-create record.(it works on create event post operation mode)

2-update record. (pre operation mode)

when i try to create or update a record it gives error. business process error.

errror log below

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: The given key was not present in the dictionary.Detail:
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
  <ErrorCode>-2147220891</ErrorCode>
  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic">
    <KeyValuePairOfstringanyType>
      <d2p1:key>CallStack</d2p1:key>
      <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">   at Microsoft.Crm.Extensibility.VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context)
   at Microsoft.Crm.Extensibility.Pipeline.Execute(PipelineExecutionContext context)
   at Microsoft.Crm.Extensibility.MessageProcessor.Execute(PipelineExecutionContext context)
   at Microsoft.Crm.Extensibility.InternalMessageDispatcher.Execute(PipelineExecutionContext context)
   at Microsoft.Crm.Extensibility.ExternalMessageDispatcher.ExecuteInternal(IInProcessOrganizationServiceFactory serviceFactory, IPlatformMessageDispatcherFactory dispatcherFactory, String messageName, String requestName, Int32 primaryObjectTypeCode, Int32 secondaryObjectTypeCode, ParameterCollection fields, CorrelationToken correlationToken, CallerOriginToken originToken, UserAuth userAuth, Guid callerId, Guid transactionContextId, Int32 invocationSource, Nullable`1 requestId, Version endpointVersion)
   at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.ExecuteRequest(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, UserAuth userAuth, Guid targetUserId, Boolean traceRequest, OrganizationContext context, Boolean returnResponse)
   at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.ExecuteRequest(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType)
   at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.Execute(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType)</d2p1:value>
    </KeyValuePairOfstringanyType>
    <KeyValuePairOfstringanyType>
      <d2p1:key>OperationStatus</d2p1:key>
      <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">0</d2p1:value>
    </KeyValuePairOfstringanyType>
  </ErrorDetails>
  <Message>The given key was not present in the dictionary.</Message>
  <Timestamp>2013-03-08T12:51:56.8386763Z</Timestamp>
  <InnerFault i:nil="true" />
  <TraceText>

[SamplePlugins: Plug_ins.AccountNumberPlugin]
[73ac7895-ed87-e211-9646-00505683000f: Plug_ins.AccountNumberPlugin: Update of new_operationscorecard]


</TraceText>
</OrganizationServiceFault>


Crm Software Specialist

Dynamic Option Set

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Hi, I found this link and realy want it to work regarding filtering the values in a optionset regarding to the value in Another optionset.

http://codestips.com/crm-2011-javascript-filter-option-set/

When I try to make this work on a OnChange event on the "customertypecode" optionset it works the first time. But not if I change tha value again...?

Please help!

I have tried to write to code as follows:

function dynamiskOption(){
   if (Xrm.Page.data.entity.attributes.get("customertypecode").getSelectedOption() == null) {
		   	FilterOptionSet("new_relationshipcategory", [100000012, 100000000, 100000001, 100000005, 100000011, 100000002, 100000004, 100000003, 100000009, 100000007, 100000006, 100000008, 100000013, 100000010, 100000014]);
	}
	else{
		var option = Xrm.Page.getAttribute("customertypecode").getSelectedOption().text;
		if (option == "Logistic") {
			FilterOptionSet("new_relationshipcategory", [100000009, 100000007, 100000006, 100000008]);
		}
		else if (option == "Supplier") {
			FilterOptionSet("new_relationshipcategory", [100000013, 100000010, 100000014]);
		}
		else{
		   	FilterOptionSet("new_relationshipcategory", [100000012, 100000000, 100000001, 100000005, 100000011, 100000002, 100000004, 100000003]);
		}
	}
}
function FilterOptionSet(fieldName, values) {
    var field = Xrm.Page.data.entity.attributes.get(fieldName);
    if (field != null) {
        var options = field.getOptions();
        var control = Xrm.Page.getControl(fieldName);
        //filter option set
        for (var i in options) {
             //The option may be null when no Default Value is set to "Unassigned Value"
            // Skip null value
            if (options[i].value != "null") {
                var valueExist = false;
                for (var j in values) {
                    if (options[i].value == values[j]) {
                        valueExist = true;
                        break;
                    }
                }
                if (!valueExist) {
                    control.removeOption(options[i].value);
                }
            }
        }
    }
}

Add Competitor after close of opportunity

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Hi,

I want to add competitor after closeing of opportunity, but add button is disabled for closed opportunity.

How can I enable it and add competitor.

Please help me.

--Thanks


---vaib

Development environment for CRM Online

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Hi there,

I have already experiences with setting up development environments for CRM 2011 OnPremise with working multiple developer, solution management etc..

But at the moment I try to figure out what are the main difference between setting up CRM 2011 OnPremise development environment and CRM Online.

The costs for a development access for CRM Online has to be concidered.

For onpremise I prefer one customization master CRM, multiple development server, a QAS and a PROD system.

I would be glad about any information and experiences for CRM Online development environments.

Regards,

Martin

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