Hello canlcrm! I am facing a similar issue, since many users want to create multiple quotes for one opportunity to give the clients multiple options. This is particularly true if you are working for a service-based industry. You can easily create a Business Process Flow that will span the lead, opportunity and quote entity. You can learn more here: docs.microsoft.com/.../business-process-flows-overview On the opportunity record, you can create multiple quotes associated to one opportunity and they can all be active at the same time. However, the business process flow would not be able to lead a user through writing multiple quotes. With effective training and user documentation, I believe that your users will be able to go through the process. I do not know the Microsoft Dynamics SDK and if it would be possible to create a plugin allowing you to do that. You can learn more about the development capabilities of Microsoft Dynamics 365 here: docs.microsoft.com/.../dynamics365
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Forum Post: RE: Business Process Flow - multiple quotes and one opportunity
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Forum Post: RE: Business Process Flow - multiple quotes and one opportunity
For the first one, just make another Business Process Flow that matches your main one, but without the Lead part.
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Forum Post: Event ID 3: System.ServiceModel 4.0.0.0
Hi: Over the past couple of days we are seeing this error in our event logs for a couple of the organizations hosted within our CRM 2016 8.1 environment (We have two CRM servers that are load balanced via Azures public LB "Both Port 80 and 443"). Can anyone shed some light on what could be happening and/or steps we can take to troubleshoot? WebHost failed to process a request. Sender Information: System.ServiceModel.Activation.HostedHttpRequestAsyncResult/38881621 Exception: System.Web.HttpException (0x80004005): The service '/orgname/XRMServices/2011/Organization.svc' does not exist. ---> System.ServiceModel.EndpointNotFoundException: The service '/orgname/XRMServices/2011/Organization.svc' does not exist. at System.ServiceModel.ServiceHostingEnvironment.HostingManager.EnsureServiceAvailable(String normalizedVirtualPath, EventTraceActivity eventTraceActivity) at System.ServiceModel.ServiceHostingEnvironment.EnsureServiceAvailableFast(String relativeVirtualPath, EventTraceActivity eventTraceActivity) at System.ServiceModel.Activation.HostedHttpRequestAsyncResult.HandleRequest() at System.ServiceModel.Activation.HostedHttpRequestAsyncResult.BeginRequest() at System.Runtime.AsyncResult.End[TAsyncResult](IAsyncResult result) at System.ServiceModel.Activation.HostedHttpRequestAsyncResult.End(IAsyncResult result) Process Name: w3wp Process ID: 11988 Thank you, Stangride
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Forum Post: RE: Business Process Flow - multiple quotes and one opportunity
Yes I can for example create another BPF from Quote with those 3 stages. BUT if user goes from lead to quote, and after a while he deactivates the quote and want to create another, the second will run on second BPF without any impact on the first one
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Forum Post: RE: Some emails don't enter Queue
Some common issues that might be part of the problem Has a global office 365 administrator performed the approve email, then test/enable mailbox tasks on the mailbox sales@help.com inside of D365? What type of mailbox is sales@help.com? Is the owner of the queue and active user with a d365 license? Have you recently copied this instance to a sandbox and disabled administrative mode performed a test/enable mailbox in the sandbox?
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Forum Post: RE: Unable to save the appointment to unresolved e-mail address
Hi Guillaume, Can I get any reference from Microsoft document regarding the same which we need to create unresolved e-mail to contact/account/lead record, then only we can send the appointment from Dynamics 365? Cheers, Rudra
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Forum Post: RE: Event ID 3: System.ServiceModel 4.0.0.0
What happens when you remote into the box and try to navigate to the service https:// .api.crm.dynamics.com/XRMServices/2011/Organization.svc I would do that to start you can find the org service from Settings > Customizations > Developer Resources
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Forum Post: RE: Solution import issue "msdynce_service"
We just ran into the same issue. It looks like the GUIDs for these 2 system views changed somewhere along the way. As a workaround, I unzipped the solution and did a find/replace. Afterwards, the solution import successfully. Certainly not something we want to do every deployment, so I'm following up with Microsoft. For posterity, here are the new/old GUIDs (from our instances): All Accounts - Old: B18E750A-857B-49C5-8C4E-851EBC857E24 - New: 65FFAF9A-E8C5-432D-860B-32F841B00D87 All Contacts - Old: 3A3D00E4-AD90-4AA3-B9AB-1E4F82900D29 - New: 0D5D377B-5E7C-47B5-BAB1-A5CB8B4AC105 Also (side note) you can get the more details of the hidden solutions using fetchXML / XrmToolBox:
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Forum Post: RE: Event ID 3: System.ServiceModel 4.0.0.0
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Forum Post: RE: Some emails don't enter Queue
I just tried to approve and then test the mailbox now again and it appears to fail with the errors "InvalidOutgoingEmailServerProfile" and "InvalidIncomingEmailServerProfile". It is somewhat weird as we don't actually have a Server Profile setup when I go to Email Server Profiles under Settings - Email Configuration. But, our other queues and this queue work with emails sent directly to it. I cannot say if our other queues work with forwarded, BCC, groups, etc as they don't really get much of that type of e-mail. The Sales@help.com email is a standard Office 365 user account. The owner of the queue is an active D365 licensed user. We do have a test instance and I haven't done anything to the mailboxes there. I am not sure what you are referring to with the administrative mode. I cannot get to the individual mailboxes because we don't have the encryption enabled in test. Thanks!
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Forum Post: RE: Error on CRM 9.0
Hi all Any suggestions would be welcome. I have checked the remote connection and it is working it seems like some sort of security issue with the new version. any ideas would be great Kind Regards Dan
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Forum Post: Can't connect with user using alternate UPN Suffix
We have a hosted environment with multiple clients running on it. The domain is "host" However, there are multiple clients that have users with the same first and last name, so we can't set them all up in our AD as host\firstname.lastname and so we set up alternate UPN Suffixes for them so they can log into CRM as firstname.lastname@companyname.com (basically, their email address) We have custom code that allows users to log in using their CRM credentials and while this worked fine using CrmConnection but we've now switched to Xrm Tooling and this does not work. They can log in as host\firstname.lastname but this is problematic for whoever is the second John Smith and would have to remember to sign in as host\john.smith2 or something. Thanks
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Forum Post: AddCustomFilter Not Working as Expected (Neither In-line NOR Lookup)
I have found quite a few helpful resources about the AddCustomFilter method in jScript that can help us to filter a lookup in ways that OOB CRM cannot. I have been tackling this issue for a while, and have gone at it in a number of different ways. Here is the requirement: On a Work Order Product, the Product Lookup must be filtered to show only Products that belong to the PriceList which is set on the Work Order. Using related records (OOB) filtering, I can only achieve this by using the Default Price List of a product - which will not work for my requirement. Basically, I want the Product Lookup to only return Products that exist in the Price List that is set on the Work Order. Right now, I am getting *some type* of filtered list, but it isn't correct. And further, inside the lookup window (where you can change the views, do search, etc), if I click the Magnifying Glass (Search) icon twice, the 'filter' (which again is not correct) disappears, and then a list of ALL FS Products is shown. Why is that? Here is my code. This is the simplest implementation I've tried over a number of attempts. I just recently added the Try/Catch blocks, since this was so dang simple, I wasn't thinking i'd need them. But at this point, I am not catching any errors, no errors in F12 Debug, and no errors popped by CRM UI. Any thoughts on why this his happening? function FilterWOProductList() { var PriceList = Xrm.Page.getAttribute("msdyn_pricelist").getValue(); //checking if pricelist fields is empty before we apply the filter if (PriceList != null) { Xrm.Page.getControl("msdyn_product").addPreSearch(Filter); } } function Filter() { var PriceListValue = Xrm.Page.getAttribute("msdyn_pricelist").getValue(); var PriceList = Xrm.Page.getAttribute("msdyn_pricelist").getValue(); //if PriceList has a value, proceed if (PriceList != null) { //used to retrieve Name of the Price List held in the PriceList field var PriceListTextValue = PriceListValue[0].name; //GUID used in filter (pricelist GUID) var PriceListID = PriceListValue[0].id; try { var plist_filter = " " + " " + " "; Xrm.Page.getControl("msdyn_product").addCustomFilter(plist_filter, "msdyn_product"); } catch (e) { Xrm.Utility.alertDialog("addFilter Error: " + (e.description || e.message)); } } }
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Forum Post: RE: Dynamics 365 v9 - View issue with Custom Controls
Hi, Hope this helps. In my case I needed to setup a solution from a v9 to another v9. I had dependencies to a msdynce_Service (9.0.5.11) solution that I had not seen before, and even though it is refereed in the help files I was never able to find a way to actually deploy the solution. there is a msdynce_CRMHub solution available (through https://port.crm4.dynamics.com/G/Solutions/ManageSolutions.aspx?OrganizationId=.. . ) but no msdynce_Service. In my case i just needed the new v9 fro a demo, so I just used what is refereed here https://community.dynamics.com/crm/f/117/t/209535 to remove all dependencies to msdynce_Service from the solutions xml and it all imported fine. This is purely speculation but: Microsoft might be trying to package the several modules into distinct solutions but has not surfaced with the actual solutions yet, somehow dependencies to those solutions seem to be reaching live environments though.
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Forum Post: RE: XrmToolBox returns an error when establishing a new connection
I'm having the same issue. I suspect its because of 2FA, but I don't have a solution for this. Has anyone found a solution?
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Forum Post: RE: XrmToolBox returns an error when establishing a new connection
Found the solution, created an app password in account.activedirectory.windowsazure.com/AppPasswords.aspx and used that password to login
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Forum Post: Copying just two entities data from Dev to Test, On premise 2015
Hi We are using 2015 onpremise Dynamics CRM. Is there any easy way to copy just the two entities data from Dev to Test environment with out using the SSIS or Scribe tools. If so, any help or guidance for doing the step by step is highly appreciated! Thanks
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Forum Post: RE: Import both contacts and customer
Hi, Exactly i am doing same now, importing just customers name and then again importing contacts with customer name so the data can match. Thanks ! Faisal
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Forum Post: RE: Copying just two entities data from Dev to Test, On premise 2015
Hello James, You can use Configuration Migration Tool for this purposes - community.dynamics.com/.../configuration-migration-tool-working-smarter-with-metadata-entities It's a part of Dynamics CRM SDK.
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Forum Post: ADXStudio and Exchange Server
Our client has CRM where ADXStudio has installed. Now, they are going to have new Exchange Server. We are going to configure CRM to connect to it. No problem with that. Question is do we need to do anything for ADXStudio? I didn't work before with ADX and the guy who implemented it left the company.
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