Hello - My system has a custom n:n relationship defined between case and contact. I'm trying to add a new row to the n:n table through a plugin but I'm getting an error. Here's a code snippet from the plugin:
foreach (var c in contacts)
{
var caseFinder = new AssociateRequest
{
Target = new EntityReference(new_case_finder.EntityLogicalName, parentId),
Relationship = new Relationship("new_CaseFinders"),
RelatedEntities = new EntityReferenceCollection
{
new EntityReference(Incident.EntityLogicalName, parentId),
new EntityReference(Contact.EntityLogicalName, c.Id)
}
};
service.Execute(caseFinder);
}
In the code above:
* "new_case_finder" is the name of the n:n table in the CRM database
* "new_CaseFinders" is the name of the relationship for which the new_case_finder table exists
Here's the error I'm getting on execute:
"The entity relationship role with id c5bb6639-81be-e211-a28d-00155d760004 either doesn't exist in or is not an association entity in relationship with id c2bb6639-81be-e211-a28d-00155d760004"
Any idea what I might be doing wrong here?
↧
trying to save n:n data through plugin?
↧
Establishing a CRM connection per HTTP request
I am building a .NET based REST service which intended to be used by a bunch of enterprise applications for interacting with
an on premise MS CRM instance .
The service uses the ServerConnection class from the CRM SDK samples(crmservicehelpers.cs) using AD authentication
for connecting to MS-CRM services.
A connection is established per HTTP request.
I've read that the authentication process adds the most overhead in establishing a connection to CRM.
Unfortunately, we do not have ADFS with STS and hence there is no token based authentication available for AD authentication.
My question is whether establishing a connection per HTTP request could cause performance issues under load.
If so, are there any other prescribed solutions for this scenario?
-Abhijeet
↧
↧
Configuring E-mail router with CRM 2011 Online
Hi,
I am trying to configure Email router for CRM Online with Exchange. I am getting below error. Any idea?
"The email router configuration manager was unable to retrieve user and queue information from Microsoft Dynamics CRM server. This may indicate that Microsoft Dynamcis CRM server is busy.verify that URL 'https://dev.crm5.dynamics.com/<orgname>' is correct. Additionally this problem can occur if specified access credentials are sufficient. To try again, click Load Data.(LogonIdentityExWithUI())
↧
creating contract in CRM DYnamics 2011
Hi,
I I am trying to create Contracts on CRM 2011 by using SDK Early Bond, I new to this so unable to understand that how to set value in ContactID as in code it is showing Read only.
Please send me some link to so that I can get the logic how to create..
Thanks
↧
How to Win8 or WinRT App for CRM
Hi I am new to CRM. I want to develop Win8 App in C# for CRM. I need help.
Please guide me and provide me some sample app to learn from.
1) What SDK, component or Api I need for my Win8 App to do these operations: Add, update, delete for the tables
2) What webservice to use and How to create Webservice for CRM.
3) What controls or control toolkits available for Win8 App for CRM
4) I see some app in windows 8 appstore:
a) What controls are used in this Mobile CRM or are these specific- controls used for CRM :
http://apps.microsoft.com/windows/en-US/app/mobile-crm/f5701def-b79c-4133-af37-ff51a050bad9
b) Is this win8 App from resco.net using controls in VS2010 express for Win8
http://www.resco.net/mobilecrm/app.aspx
Thanks
↧
↧
Newly added OutArgument to Activity is not visible in Workflow designer
Hi,
I have an existing workflow and code activity.
I have added a new OutArgument to Activity as below and deployed the Activities on CRM after updting the version number.
[Output("Web Url")]
public OutArgument<string> WebUrl { get; set; }I can't see the new Parameter in Workflow designer. It still show the older Out Parameters but newly added parameter is not there. I have already tried IISRESET. Please suggest me if I am missing anything.
Thanks in advance
↧
MS Dynamics CRM 2013 beta installation access control violation error?
Hi All,
I am trying to install MS Dynamics CRM 2013 beta version on Windows Server 2008 R2. I am getting error of access control violation while installing.
Need help on this.
Thanks !!!
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Yogesh Vijay Mulay
↧
Get the Newly Created Record Id from Dialog?
HI,
By Using one Custom Button onclick i am opening a dialog. Inside that dialog i am creating a new record. this is done by using javascript. Upto here i am able to do it. Now i want to open the newly created record. How can i get the newly created record id to my script.
Please let me know if any one knows.
Thanks,
Sravan J
↧
workflows activated but not running
I have an issue where workflows are not running and I do not know where to start looking to diagnose the fault.
The solution I have after creating an entity runs a post create plugin that sets some time limits. Workflows then run which wait for those times. So far so good and in development all is fine. But when deployed although the workflows claim to be activated nothing happens. The time limits are set so I know that the plug in has worked but the next step is simply ignored by CRM.
Where might I start looking for some clues as to why this failed (because not surprisingly CRM is telling me nothing at the moment)
↧
↧
Urgent : How to write trigger when value of field is updated in MS CRM
Hello All,
I want to call a service method of my code when a value of field (like contact name) is updated in MS CRM 2011. So how can I write a trigger in MS CRM by which I can call a service method of my code.
Please help.
↧
Javascript to replace customerid field on a CASE form when opened or saved
Hello all,
I've got a workflow that triggers when a queue item is created, creating a new Case record.
The workflow is unable to directly set the "Customer" field in the Case to the "From" field of the original email because of the different in field type.
As an attempted workaround without having to create a custom workflow activity, I've created a new text field in the Case entity called "new_emailfrom".
The workflow logs the email "From" field into this new field in the Case entity, so it will contain an email address)
Is it possible to use javascript upon form save to:
1.Take the value of "new_emailfrom" field
2.Search for a contact that has this email address
3.Sets the "customerid" field in the Case to be the found contact.
I've drafted up some code but I don't know how to approach step 2, or if it's even possible.
Any help gratefully received,
Jscript so far:
function retrievecontactBycontactemail()
{
var contactemail = Xrm.Page.getAttribute("new_emailfrom").getValue();
if (contactemail != null)
{
//find a contact where "emailaddress1" field = contactemail
}
Xrm.Page.getAttribute("customerid").setValue(foundcontact);
}
Thanks,
James
↧
CrmEntityReference Serialization Issue
Hi
We've just implemented XRM on our on-premise CRM 4 (rollup 21) development instance and are currently working through our plugins converting our code. Everything is working fine except for not be able to pass an instance of a CrmEntityReference object. We're using the latest edition of the SDK.
The exception messages are as follows:
The following is inner exception info:Source=System.Xml. Message=The type Microsoft.Xrm.Client.CrmEntityReference was not expected. Use the XmlInclude or SoapInclude attribute to specify types that are not known statically.
Type 'Microsoft.Xrm.Client.CrmEntityReference' with data contract name 'CrmEntityReference:http://schemas.datacontract.org/2004/07/Microsoft.Xrm.Client' is not expected. Add any types not known statically to the list of known types - for example, by using the
KnownTypeAttribute attribute or by adding them to the list of known types passed to DataContractSerializer.
Has anyone seen this issue before or have any pointers as to how to resolve this?
Any information you can supply would be greatly appreciated.
Kind regards,
Lee
↧
Javascript in SSRS report not working in CRM 4.0
I have uploaded a SSRS report in crm 4.0 and successfully able to open but the drill down functionality which opens the opportunity record opens to pop up windows. One opens with appropriate record another one does't display records. How can I stop another
pop up window to open? Even I wriiten simple javascript in SSRS report like ="javascript:void(window.open('http://www.google.co.in'))" in the jump to link but still it opens two popup windows. I have tried to open this report in the report manger and it drill
downs to crm record as required with single pop up.
↧
↧
Advice needed if this is possible and if so how
We have a custom entity that holds records of debits and credits for customers. Each record has a cleared funds date field, a value column and a lookup on the account entity
Typically for one customer there may be records entered as
Licence Description Value Date
111111 OPEN/BAL 3.00 01/01/2013
111111 CREDIT 1.00 01/01/2013
111111 CREDIT 95.37 02/03/2013
111111 DEBIT -0.57 03/03/2013
111111 CREDIT 123.38 05/03/2013
What i would like to do is have a button on the custom entity view, enter a licence and date, to run a report and mark the included items ( ie items that are 'active' and before the specified date) as deactivated and also put a new entry in for OPEN/BAL based on a calculation
in the case above, if i entered 111111 and put the date of 04/03/2013 i would be left with
111111 OPEN/BAL 9.88 ( based on a calculation ) 10/05/2013 ( Date action taken )
111111 CREDIT 123.38 05/03/2013
Im presuming that I will need to add a button on the 'ribbon' and then run a process . does any one know of any examples that may help ?
Dont ask me .. i dont know
↧
scrollbar style change?
Hello - 1 of the users complained that the scrollbar on forms in CRM is hard to see, because there's not much color contrast. Does CRM provide a built-in way to change the scrollbar color on a system-wide basis in CRM?
Based on a basic google, CRM 2011 didn't support this as of 2 years ago:
http://social.microsoft.com/Forums/en-US/2bb0527d-d821-414b-8887-a8412ca1214a/changing-crm-2011-default-styles
However, I wasn't sure if CRM 2011 may have been updated with this capability in a subsequent rollup?
↧
listbox -vs- checkboxes implementation?
Hello - I have a custom entity. For each instance of the entity, the user should have the option of selecting a specific set of workflows he wants to associate with the entity. I can get a UI working for this, but I'm trying to think of the best backend
design and UI implementation.
Since there will be a 1-to-1 relationship between the custom entity and w/f type, I could simply add the workflow options as fields on the entity. Then, I could add checkboxes to the form for w/f selection for the entity. I think CRM would support this
implementation ootb pretty easily.
However, from a general UI design perspective, it would be more appropriate to group these w/f options together in a multi-select listbox, since the data options are related. So what are my options for displaying these options in a listbox? From a CRM
perspective, is it going to be impractical to implement this solution as a listbox instead of checkboxes?
↧
architecture advice needed...
I have the following scenario that I'm trying to find a solution for.
A company has recruiters in the field that currently use an xRM application to track Candidates (which is just the Contact entity renamed). They create activities for emails, calls, and appointments and there is reporting that shows where they are in the process with a Candidate.
The same company also has Home Office Recruiters that use a Siebel system today (which is going away). They want to move the Home Office Recruiters onto the existing xRM application but with their own customization (there are fields required for a candidate that only they use). I need to pull the Siebel existing data from Siebel and create the necessary activities (in the past) as part of the project.
Today, home office might initially deal with a candidate (in the old system) and then refer them to the field recruiter, who enters the candidate in the xRM system. But sometimes, that candidate is already owned by someone in the field and it being worked by them, while home office is working the same candidate in their system at the same time. You would think that bringing everyone into the new system would solve a lot of problems since that's what CRM systems are good at (making sure multiple people are contacting candidates at the same time). The problem is, they want to keep doing this.
Here is where it gets tricky. The Home Office Recruiters want their work on the Candidate to remain hidden from the field recruiters until such time as they want to "share" it. They don't want the field to see their activities or notes until they decide that they can (called a "SendOut"). Home Office Recruiters should be able to see the field's work at any time, however.
Option 1: I could add the fields that Home Office needs to the Candidate entity and use javascript to hide them. The field recruiter might already own the record because they imported it or entered in manually, so I can't really go strictly off of ownership here. Once a "sendout" is done (which might just be a flag on the Candidate entity), I could display the fields so that the field recruiter can now see the work Home Office did. But the activities created by Home Office shouldn't show up in the field reports.
Note that until the SendOut is actually done, Home Office wants reporting that only shows the # of activities that they are performing on the candidate.
One problem with this approach is that the field recruiters could see the home office fields in Advanced Find and add them to a view.
The other is, suppose a Home Office person imports a bunch of Candidates (or I load the old data from Siebel). The candidates might aleady exist and are being worked in the field already. The new candidates would be duplicates that are assigned to the Home Office person that imported them. That way, access is then controlled. When a SendOut is done, we'd have to detect the duplicates and merge the information. They don't like the idea of doing a manual merge, but I don't see any other options for this approach. We could detect duplicates during the import and try to keep only one record around, but that seems difficult since anyone (field or home office) could be importing anyone they want at any time. (The field only cares about duplicates in each region).
Option 2: I'm wondering if auto-creating a child entity on import called "Home Office Contact" is the way to go and putting the necessary fields there for Home Office, and have a 1 to 1 relationship between the Candidate and the Home Office Contact. What I'm not sure of is whether this new sub entity can be owned by Home Office while the parent entity might already exist and be owned by someone in the field. If it can, then that's great. But that means that on import we really would have to ensure duplicate detection fires across the organization. When home office creates an activity, I'm hoping it would be associated to the Home Office Contact entity and wouldn't be visible to the field?
Any thoughts would be appreciated!
↧
↧
crmForm.all[lookupField].DataValue not support in IE 10
CRM version 2011 and onpremise
I am trying to create Mutliselect lookup and I am saving the value to multilinetextbox which is hidden. it is saving the record properly.
On view mode, I am trying to set the value of multilinetextbox to lookup field using below code
crmForm.all[lookupField].DataValue = value
Value is JavaScript object in having the lookup value. This solution is working fine in IE 9 but not working in IE 10. DataValue is coming undefined in IE 10.
I have tried to set value using xrm object code below but it is not giving any error and not showing value. Please suggest how to set the multiple value into lookup field
Xrm.Page.getAttribute(lookupField).setValue(value);
Lookupfield is starndard lookup. to make it multi select I have set the lookupstyle property
document.getElementById(lookupField).setAttribute("lookupstyle", "multi");
Please suggest.
↧
Custom Reports in Crm 2011 online
Hi All ,
Have you tried to connect cloud crm 2011 with bids for reporting.
I tried but not success .
All link i study are based on window live id that was not suite for cloud.
Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"
↧
conditional workflow?
Hello - I need the ability to implement a conditional workflow. I know how to create a standard workflow/process. However, what are my options for implementing conditional w/f logic? For example, I want the w/f to run (or not) based on an indicator stored in a field on the entity for which the w/f runs when another field changes on that same entity?
↧