Thank you for your help function populateDynamicMenuHome(CommandProperties) { //var menuXml = ' '; console.log('populateDynamicMenuHome start'); var _array = [ 'Achat ancien$4', 'Budget insuffisant$6', 'Conclusion en masse$831770006', 'Concurrence$831770014', 'Désistement$831770012', 'Échéance lointaine$831770011', 'Futur programme$831770021', 'Projet reporté$831770000', 'Injoignable$831770001', 'Motif inconnu/pas intéressé$831770004', 'Offre incompatible/demande$831770002', 'Doublon$831770022', 'Changement de projet$831770026', 'Coordonnées erronées/incomplètes$899240000' ]; var _string = ""; var menuXml = ' '; for(var i=0; i '; } menuXml += ' '; //alert(menuXml); CommandProperties.PopulationXML = menuXml; console.log('populateDynamicMenuHome finish'); }
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Forum Post: RE: Menu Flyout Button Display only Admin system RibbonWorkbench
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Forum Post: RE: Database backup and recovery strategies for CRM on premise
Helo Rod, You can refer below article . Hope this helps. blogs.msdn.microsoft.com/.../give-your-app-high-availability-disaster-recovery-using-alwayson-sql-server-2012 us.hitachi-solutions.com/.../disaster-recovery-strategies-for-microsoft-dynamics-crm www.cobalt.net/.../how-to-back-up-and-restore-a-database-in-a-crm-organization
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Forum Post: RE: Dynamics 354 qualifications
Hi, The link that you actually provided is the link to the certifications and not the actual exams. There are two certifications for Dynamics 365 Customer Engagement (CRM): MCSA and MCSE. The MCSA requirements are two exams: Exam MB2-715/Course 81071: Microsoft Dynamics 365 customer engagement Online Deployment Exam MB2-716/Course 81071: Microsoft Dynamics 365 Customization and Configuration These are the two that you should be starting with to learn the process of managing your Dynamics CRM deployment and how to customize and configure the system. The MCSE requirements are for the business application, which are for Sales and Service. This is also made out of two exams, but you only need to pass one to get the certification. That is after you have passed the MCSA exams: Exam MB2-717: Microsoft Dynamics 365 for Sales or Exam MB2-718: Microsoft Dynamics 365 for Customer Service I don't really know training providers in the UK, but you can probably get that from the learning site in the UK. Hope this helps.
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Forum Post: RE: Dynamics 354 qualifications
For UK try www.firebrandtraining.co.uk
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Forum Post: RE: CRM 365 how to apply css to the field .
Hello Aric, While trying to use the getElementById , it's throwing an error . style cannot be applied to the null object kind of. is there any way to avoid this.
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Forum Post: RE: Dynamics 354 qualifications
Thanks, so how do i begin learning for the Exam MB2-715/Course 81071, Exam MB2-716/Course 81071 exams...
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Blog Post: Future Proofing your Implementation and Configuration – Part 3 - The Configuration Question
In part 2 of this 3 post series I spoke about the Microsoft and how you are able to keep up to date with what is being released, so that you don’t end up building something into your Dynamics 365 implementation that is going to be added in a next release. In this post, I am going to talk about why it is important to carefully consider the use of custom functionality versus the use of out-the-box functionality when implementing and configuring Dynamics 365 Customer Engagement. Why would we want to make our implementation of Dynamics 365 future proof? Well, there are loads of reasons. 1. So that upgrades are smoother and less painful. 2. So that customers can leverage other parts of the solution to support their business. 3. So that Dynamics can be grown from both a functional and business point of view. Essentially, Dynamics is used to solve more problems, which then increases user consumption and adoption. So, I guess the million-dollar question is “Should we configure this or should we use what’s available out the box”? I have been working with Dynamics 365 CE (CRM) since version 3 and a lot of the time, in the earlier versions, we needed to configure stuff from scratch. There was a load of great functionality there already, but the previous versions were nowhere near where Dynamics 365 is today. I remember spending hours trying to get past a problem without using loads and loads of code. This is partially because I am no developer. There was a huge reliance on form side scripting (pre-business rules) where setting things like field visibility or business relevancy required several lines of JavaScript, and this was incredibly Important because the experience of the user was at stake. The reason we tried our best not to code was because when the next release came out, there were always issues with certain bits of code not being supported and not working. Now, for all my developer friends out there, I am not saying that there is anything wrong with coding at all. What I am saying is that the role of the developer has simply changed from when the previous versions of Dynamics were released. Before, functional consultants like myself were expected to code and write plugins, and if you couldn’t then you needed a developer with you. Now, this may not be the case. There is so much one can achieve with what is available out the box in Dynamics 365 that developers are focusing more on REALLY extending what Dynamics 365 can do. So, back to my question….. Do we build it or do we use what is already available? Well, in my opinion, the answer is relatively simple. We use what is already available and extend through configuration, customisation and ISV solutions where the functionality we require is lacking. This approach really is in line with the Microsoft future proof strategy where the current functionality utilised within the Dynamics 365 CE framework is supported. Caveat: Yes, Microsoft do often deprecate functionality that is not widely utilised (Such as contracts). Some time back I had a scenario where it was suggested to me that I did not utilise the standard Case entity and I was told that it would be better to recreate this functionality in a custom entity because it gave me more flexibility and freedom to do what I wanted. (Multiplexing rules aside) I didn’t agree with this. Why? Well, to recreate the functionality that existed in the standard case entity would have taken me more than 3 times the amount of time that it would have taken me to just do some basic config to support the main case entity that is already available in D365 CE. I would have to do all sorts of crazy stuff around routing rules, SLAS, Entitlements, Case Resolutions, Case Hierarchy and much more. It seemed that the right thing to do would be to supplement the case entity with some related metadata entities that enabled the user to lookup to various sub entities. This worked well because it also gave the users the power to maintain their own lookups. The other thing that we thought of was that we couldn’t ad hundreds of fields to the case form. This would make maintenance and business rules a logistical nightmare. We ended up creating several sub entities for each case category and then just associated the sub entity to the case. This way the core case management functionality was utilised but not drowned with attributes. This also made upgrades MUCH easier. Scenario 2 was a little different where I wanted to utilise the standard Contract & Contract lines entity in Dynamics 365 CE. I found that the functionality that I wanted couldn’t be achieved through utilising this entity set. One thing that really stood out was I couldn’t enable a contract to be associated to the Business Process Flow functionality, which was pretty important as far as the “Agreement – Contract” process was concerned. I actually ended up creating a custom set of entities and only ended up replicating a very small amount of the current contract functionality. There are hundreds of examples of this type of thing that I could bring up at any one given point. One of the most talked about scenarios at the moment is “Will Custom Controls (CCF) replace web resources”. In many cases, yes! Check out this video for a bit more information. Essentially the moral of the story here is that the requirement to configure the solution versus utilise what’s out the box is entirely scenario based. What I’ve found is that the more I utilise out the box functionality within Dynamics, the ore future proof it is. HOWEVER, this needs to be done in such a way that you don’t completely overuse the standard functionality to a point that it can’t be leveraged across the rest of the solution. The example in scenario 1 with the case management is a perfect example of using what’s out the box, but knowing how to supplement with config. When implementing Dynamics you need to be a bit like the precogs from the movie Minority Report. You need to look into the future and try to understand how your customer may grow as well as how the solution may grow in order to be more future proof.
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Forum Post: RE: Adding single Web Resources to multiple Entities Forms in Dynamic CRM
Hi, if you wanted to do some coding to update those forms, there is an example here: community.dynamics.com/.../hardcore-crm-using-c-to-modify-an-entity-forms Then you might run this utility for each environment.
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Forum Post: RE: Plugin is unable to update quotedetails before quote win throwing error "Cannot Update a Read-Only Entity".
If have rewritten your code to make sure I'll understand. using System; using System.ServiceModel; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; using Microsoft.Xrm.Sdk.Messages; using System.Collections.Generic; using System.Linq; namespace MGTest.Plugins { public class QuoteWin : IPlugin { public void Execute(IServiceProvider serviceProvider) { ITracingService tracingService = (ITracingService)serviceProvider.GetService( typeof (ITracingService)); IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService( typeof (IPluginExecutionContext)); tracingService.Trace( "Tracing: EXECUTE" ); if (context.InputParameters.Contains( "QuoteClose" ) && context.InputParameters[ "QuoteClose" ] is Entity) { var entity = (Entity)context.InputParameters[ "QuoteClose" ]; if (entity.LogicalName != "quoteclose" ) return ; //throw new InvalidPluginExecutionException("Check"); // Obtain the organization service reference which you will need for // web service calls. IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService( typeof (IOrganizationServiceFactory)); IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId); try { var quoteid = ((EntityReference)entity[ "quoteid" ]).Id; var quoteDetails = RetrieveQuoteDetails(service, quoteid); if (quoteDetails != null ) { foreach (var qd in quoteDetails) { var project = new Entity( "msdyn_project" ); if (qd.Contains( "productdescription" )) { project.Attributes.Add( "msdyn_subject" , qd.GetAttributeValue ( "productdescription" )); } Guid projectId = service.Create(project); UpdateQuoteDetail(service, qd.Id, projectId); } } } catch (FaultException ex) { throw new InvalidPluginExecutionException(ex.Message); //throw new InvalidPluginExecutionException("An error occurred in MyPlug-in.", ex); } catch (Exception ex) { tracingService.Trace( "MyPlugin: {0}" , ex.ToString()); throw ; } } } private List RetrieveQuoteDetails(IOrganizationService service, Guid quoteId) { var query = new QueryExpression( "quotedetail" ); query.ColumnSet.AddColumn( "productdescription" ); query.Criteria.AddCondition( "quoteid" , ConditionOperator.Equal, quoteId); var result = service.RetrieveMultiple(query); if (result != null && result.Entities != null && result.Entities.Any()) { return result.Entities.ToList(); } return null ; } private void UpdateQuoteDetail(IOrganizationService service, Guid quoteDetailId, Guid projectId) { var quoteDetail = new Entity( "quotedetail" , quoteDetailId); quoteDetail.Attributes.Add( "msdyn_project" , new EntityReference( "msdyn_project" , projectId)); service.Update(quoteDetail); } } } But I cannot trigger the win event on Quote. If I press Create order on quote It should be executing my plugin.
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Forum Post: RE: CRM 365 how to avoid binding of the data in SELECT options html web resource.
Hello Aric, For keeping the first option as it is we need to use above method which i have shown above. i have tested it.
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Forum Post: RE: Select project template within opportunity record
Hi Radu, Sure. So inside the project entity form we have a out of the box field called "project template" that the user can choose. Now, I have also established a workflow to automatically convert an opportunity to a project when it is won. So I want to put a field in the opportunity form where the user can choose the project template in advance so it is already assigned when the user opens the project record. Thanks, Jon
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Forum Post: Test & Enable mailbox not working
Im new to CRM Dynamics and would appreciate any help. We are running CRM Dynmics 2016 on-prem and have configured following in Email configuration settings: Server profile: Our mailserver profile Incoming and Outgoing : Microsoft Dynamics 365 for Outlook I tried to create a workflow which is going to send email notifications on field changes in an opportunity but I got an alert message that the email is pending. I approved and tried to Test & Enable the user account and could see in the field Test Run Status it was In Progress but after a while I didn't get any message weather it succeed or failed and in the field Test Run Status the status was still Not Run .
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Forum Post: RE: Dynamics 354 qualifications
Check out Neil Parkhurst 's website. https://neilparkhurst.com/2017/09/29/mb2-715-certification-microsoft-dynamics-365-customer-engagement-online-deployment-revision-guide/
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Forum Post: RE: Database backup and recovery strategies for CRM on premise
There's not much that's specific to CRM. A few things: Almost all volatile data is in the organisation database(s). However, MSCRM_Config will change when you change deployment properties or add users There's a relationship between the MSCRM_Config and organisation databases for systemuser records, so I'd always backup the databases at the same time MSCRM_Config is deployment and server-specific. If the recovery is onto the same servers and deployments, you can restore MSCRM_Config. If you need to restore to a different server you're probably best importing the organisation databases
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Forum Post: RE: Test & Enable mailbox not working
Hello , Could you please check test result in the mail box. You can refer below article . Hope this helps technet.microsoft.com/.../mt622062.aspx
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Forum Post: RE: CRM 365 how to apply css to the field .
Hello Experts, 1. Xrm.Page.getAttribute('new_field').getValue(); xyz //working 2. document.getElementById('new_field') undefined. //not working why 2 point not able to get the value.
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Forum Post: RE: Business Process Flow Corruption?
Have you tried recreating the worklow? May be worth a try.
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Forum Post: Dynamics version 9 plugin cache problems
Not sure if anyone has seen this yet but I am stuck debugging CRM online plugins that don't appear to change all the time when upated using the most recent version of the plugin registration tool. At first I thought maybe I was doing something wrong so I went and invoked the ITracingService My first message was "=== v0.1" I build and updated the plugin I then update the record the plugin step was set to execute on. As expected the plugin trace log had an output of the message I then changed the message to "=== v0.2" I repeated the steps and the plugin trace log had "=== v0.1" I waited a minute and re-ran the test, "=== v0.2" oh okay I thought maybe I was just too fast to test moments lated"=== v0.1" what?! What is going on with this product? Can anyone explain this? Is there a better way to investigate CRM Online plugin data rather than tracing? (not on-premise) An already cumbersome process has become even worse.
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Forum Post: support can see read-only data from Opportunity for all accounts.
Hi, I need to assign security to the support user so that they can see data only from opportunity and Accounts and no other entity. I have tried creating a business unit and assign access only to that unit. However, it seems not to be working. can anyone out some light on it?
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Forum Post: error while creating a new record using ribbon button
Hello Experts I'm using a ribbon button to create a child record of an entity. for this I'm using a JScript to set all parameter values. It is working fine for all these months, but suddenly it is throwing an error this morning. And its not throwing error on most of the records. It is only happening on couple of records and the error log is similar. Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #4E0C7B84Detail: 499abd0a-ddca-4501-b1c6-b52c20c3066a -2147220970 System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #4E0C7B84 2018-02-22T18:24:26.7024567Z false 499abd0a-ddca-4501-b1c6-b52c20c3066a -2147220970 System.ArgumentOutOfRangeException: Expected 'UniqueId' data type for 'process' parameter in 'Request.QueryString'. The raw request was 'GET /form/Data.aspx?_CreateFromId=&_CreateFromType=&appid=3726f81b-2a6a-46a9-9fd8-9f30a6bcfcb8&counter=1519323866643&new_account=5521D291-ED52-E711-810B-C4346BAC3FA4&new_accountmailingaddress=123%20street%20st%2c%20rogers%2c%20ar%2072756&new_accountname=Riceland%20Foods%2c%20Inc.&new_accountphysicaladdress=123%20street%20st%2c%20rogers%2c%20ar%2072756&new_billingphone=1234123123&new_codename=Riceland%20Foods%2c%20Inc.-STUAR&new_invoiceprocessingaddress=2120%20S%20Park%20Ave%2cStuttgart%2c%20AR%20721606822&new_kop=A6FDB3D4-3B05-E811-810E-5065F38A5BA1&new_kopname=test%20KOP&new_locationname=jkoljseisjgoi2dg&new_opportunity=5268F84F-C8B1-E711-8119-FC15B4286C00&new_opportunityname=Riceland%20Foods%2c%20Inc.%3a%20Fleet%20Conversion&new_recordtype=800000000&new_request=8DF3FACE-3C05-E811-8114-5065F38A9B81&new_requestname=Code%20Creation%20Request&etc=10017&extraqs=%3fnew_account%3d5521D291-ED52-E711-810B-C4346BAC3FA4%26new_accountmailingaddress%3d123%2520street%2520st%252c%2520rogers%252c%2520ar%252072756%26new_accountname%3dRiceland%2520Foods%252c%2520Inc.%26new_accountphysicaladdress%3d123%2520street%2520st%252c%2520rogers%252c%2520ar%252072756%26new_billingphone%3d1234123123%26new_codename%3dRiceland%2520Foods%252c%2520Inc.-STUAR%26new_invoiceprocessingaddress%3d2120%2520S%2520Park%2520Ave%252cStuttgart%252c%2520AR%2520721606822%26new_kop%3dA6FDB3D4-3B05-E811-810E-5065F38A5BA1%26new_kopname%3dtest%2520KOP%26new_locationname%3djkoljseisjgoi2dg%26new_opportunity%3d5268F84F-C8B1-E711-8119-FC15B4286C00%26new_opportunityname%3dRiceland%2520Foods%252c%2520Inc.%253a%2520Fleet%2520Conversion%26new_recordtype%3d800000000%26new_request%3d8DF3FACE-3C05-E811-8114-5065F38A9B81%26new_requestname%3dCode%2520Creation%2520Request%26etc%3d10017%26ownerid%3dAAFD6228-DFCE-E711-8118-C4346BB59890%26owneridname%3duser10%2520user10%26owneridtype%3dsystemuser%26process%3d&formid=860846ea-961d-4918-9088-019b9037a5bb&oid=&ownerid=AAFD6228-DFCE-E711-8118-C4346BB59890&owneridname=user10%20qa&owneridtype=systemuser&pagemode=iframe&pagetype=entityrecord&process=' called from sales-qa.crm.dynamics.com/main.aspx ;amp;etc=10021&extraqs=&histKey=756554399&id=%7b8DF3FACE-3C05-E811-8114-5065F38A9B81%7d&newWindow=true&pagetype=entityrecord. 2018-02-22T18:24:26.7024567Z false 499abd0a-ddca-4501-b1c6-b52c20c3066a -2147220970 System.FormatException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #E5749460 2018-02-22T18:24:26.7024567Z false Please advice..
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