Hi, I'm looking for guidance on IF and HOW to spawn Contact targeted auto response email's from within Dynamics. The signal to send will come from a form hosted on our website which captures user name-email address information. The form is ostensibly supposed to insert the respondent contact info into their corresponding contact record. Does anyone know how this automation to auto-reply to a contact might be setup? Much thanks, ~T
↧
Forum Post: Auto-response email
↧
Forum Post: RE: still possible to write command line utilities w/SDK?
No luck. thanks again.
↧
↧
Forum Post: RE: how to create an entity from an xml file in crm 365
You have to read the entity metadata from your XML one by one and create the corresponding entities/fields. See here how to creaty an entity programatically: docs.microsoft.com/.../sample-create-update-entity-metadata Here are a few snippets to create attributes(fields) from one of my projects that could save you some time: public void CreateAttribute(AttributeMetadata attribute, string targetEntity) { dynamic newattribute = null; switch (attribute.AttributeType.Value) { case AttributeTypeCode.Boolean: newattribute = CreateBoolAttribute(attribute); break; case AttributeTypeCode.DateTime: newattribute = CreateDateTimeAttribute(attribute); break; case AttributeTypeCode.Decimal: newattribute = CreateDecimalAttribute(attribute); break; case AttributeTypeCode.Integer: newattribute = CreateIntegerAttribute(attribute); break; case AttributeTypeCode.String: newattribute = CreateStringAttribute(attribute); break; case AttributeTypeCode.Picklist: newattribute = CreatePickListAttribute(attribute); break; case AttributeTypeCode.Memo: newattribute = CreateMemoAttribute(attribute); break; case AttributeTypeCode.Money: newattribute = CreateMoneyAttribute(attribute); break; default: break; } if (newattribute != null) { CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest { EntityName = string.IsNullOrEmpty(targetEntity) ? attribute.EntityLogicalName : targetEntity, Attribute = newattribute }; Service.Execute(createAttributeRequest); } } private MoneyAttributeMetadata CreateMoneyAttribute(AttributeMetadata oldattribute) { var attribute = (MoneyAttributeMetadata)oldattribute; MoneyAttributeMetadata moneyAttribute = new MoneyAttributeMetadata { LogicalName = attribute.LogicalName, SchemaName = attribute.LogicalName, DisplayName = attribute.DisplayName, RequiredLevel = attribute.RequiredLevel, Description = attribute.Description, ImeMode = attribute.ImeMode, MaxValue = attribute.MaxValue, MinValue = attribute.MinValue, Precision = attribute.Precision, PrecisionSource = attribute.PrecisionSource }; return moneyAttribute; } private MemoAttributeMetadata CreateMemoAttribute(AttributeMetadata oldattribute) { var attribute = (MemoAttributeMetadata)oldattribute; MemoAttributeMetadata memoAttribute = new MemoAttributeMetadata { LogicalName = attribute.LogicalName, SchemaName = attribute.LogicalName, DisplayName = attribute.DisplayName, RequiredLevel = attribute.RequiredLevel, Description = attribute.Description, Format = StringFormat.TextArea, ImeMode = attribute.ImeMode, MaxLength = attribute.MaxLength }; return memoAttribute; } private PicklistAttributeMetadata CreatePickListAttribute(AttributeMetadata oldattribute) { var attribute = (PicklistAttributeMetadata)oldattribute; PicklistAttributeMetadata picklistAttribute = new PicklistAttributeMetadata { LogicalName = attribute.LogicalName, SchemaName = attribute.LogicalName, DisplayName = attribute.DisplayName, RequiredLevel = attribute.RequiredLevel, Description = attribute.Description, OptionSet = attribute.OptionSet, DefaultFormValue = attribute.DefaultFormValue }; return picklistAttribute; } private StringAttributeMetadata CreateStringAttribute(AttributeMetadata oldattribute) { var attribute = (StringAttributeMetadata)oldattribute; StringAttributeMetadata stringAttribute = new StringAttributeMetadata { LogicalName = attribute.LogicalName, SchemaName = attribute.LogicalName, DisplayName = attribute.DisplayName, RequiredLevel = attribute.RequiredLevel, Description = attribute.Description, Format = attribute.Format, ImeMode = attribute.ImeMode, MaxLength = attribute.MaxLength }; return stringAttribute; } private IntegerAttributeMetadata CreateIntegerAttribute(AttributeMetadata oldattribute) { var attribute = (IntegerAttributeMetadata)oldattribute; IntegerAttributeMetadata integerAttribute = new IntegerAttributeMetadata { LogicalName = attribute.LogicalName, SchemaName = attribute.LogicalName, DisplayName = attribute.DisplayName, RequiredLevel = attribute.RequiredLevel, Description = attribute.Description, Format = attribute.Format, MaxValue = attribute.MaxValue, MinValue = attribute.MinValue }; return integerAttribute; } private DecimalAttributeMetadata CreateDecimalAttribute(AttributeMetadata oldattribute) { var attribute = (DecimalAttributeMetadata)oldattribute; DecimalAttributeMetadata decimalAttribute = new DecimalAttributeMetadata { LogicalName = attribute.LogicalName, SchemaName = attribute.LogicalName, DisplayName = attribute.DisplayName, RequiredLevel = attribute.RequiredLevel, Description = attribute.Description, MaxValue = attribute.MaxValue, MinValue = attribute.MinValue, Precision = attribute.Precision }; return decimalAttribute; } private DateTimeAttributeMetadata CreateDateTimeAttribute(AttributeMetadata oldattribute) { var attribute = (DateTimeAttributeMetadata)oldattribute; DateTimeAttributeMetadata dtAttribute = new DateTimeAttributeMetadata { LogicalName = attribute.LogicalName, SchemaName = attribute.LogicalName, DisplayName = attribute.DisplayName, RequiredLevel = attribute.RequiredLevel, Description = attribute.Description, Format = attribute.Format, ImeMode = attribute.ImeMode }; return dtAttribute; } private BooleanAttributeMetadata CreateBoolAttribute(AttributeMetadata oldattribute) { var attribute = (BooleanAttributeMetadata)oldattribute; BooleanAttributeMetadata boolAttribute = new BooleanAttributeMetadata { LogicalName = attribute.LogicalName, SchemaName = attribute.LogicalName, DisplayName = attribute.DisplayName, RequiredLevel = attribute.RequiredLevel, Description = attribute.Description, OptionSet = attribute.OptionSet }; return boolAttribute; } private LookupAttributeMetadata CreateLookupAttribute(AttributeMetadata oldattribute) { var attribute = (LookupAttributeMetadata)oldattribute; LookupAttributeMetadata lookupAttribute = new LookupAttributeMetadata { LogicalName = attribute.LogicalName, SchemaName = attribute.LogicalName, DisplayName = attribute.DisplayName, RequiredLevel = attribute.RequiredLevel, Description = attribute.Description, Targets = attribute.Targets, IsValidForAdvancedFind = attribute.IsValidForAdvancedFind, SourceType = attribute.SourceType }; return lookupAttribute; }
↧
Forum Post: RE: How can I retrieve the previous values of fields on Opportunity, using API?
Haha, Steven Gao , you wish! So far it's been only 6 weeks. The support sends me an email with an update every week . And update is: "We are still waiting for the ETA from the DEV time regarding the issue" 6 times. Come back in 2020 I guess?
↧
Forum Post: Dynamics - 365 - Need for Status reason to default to a value other that In Progress
Hi, Currently, when creating a new Case, the Status Reason defaults to: In Progress I need for it to default to a newly created Status Reason : New How can this be achieved. Thanks for your help Nick
↧
↧
Forum Post: RE: how to create an entity from an xml file in crm 365
Could you tell me as examples what are the input parameters of the method public void CreateAttribute (atributo AttributeMetadata, cadena targetEntity) {...}
↧
Forum Post: RE: How can I retrieve the previous values of fields on Opportunity, using API?
Thanks Szymon for the update.
↧
Forum Post: RE: Auto-response email
Hi You can use Flow to achieve this without any code. Please see the example in this link that captured data from a form on a website, when user submits the form, flow then parses and inserts that record in CRM. You can do the auto-respond email from directly in Flow once the record is created in CRM blogs.microsoft.co.il/.../implementing-lead-landing-page-with-flow-in-10-min-or-less
↧
Forum Post: RE: while sending email through Console app from CRM to unresolved ids,its struck in Sending status
Hi The email wont normally be sent multiple times. Could you check your code or workflow to see if its not sending more than once. If you do advance find and see if there are more than one EmaiMessage record, then you will have to have flag in the main record and set it to true ones the email sent. And your console app should only send the email if the flag is false. This way you can avoid sending duplicate email. Hope this helps
↧
↧
Forum Post: RE: Dynamics - 365 - Need for Status reason to default to a value other that In Progress
Thanks Found it
↧
Forum Post: RE: CRM 2016 v8.1 Web Secure Channel Failure
Are you guys using any Exchange load balancer setup with NLB? Have you got more than one Exchange?
↧
Forum Post: RE: drag and drop attachments and email to note
No CRM does not support drag and drop attachment to email or note yet but that does not mean you cannot try implementing your own. Please have a look at the following example community.dynamics.com/.../drag-amp-drop-file-upload-part-1
↧
Forum Post: RE: how to create an entity from an xml file in crm 365
There are several personalized entities and I would like to know how to do that process
↧
↧
Forum Post: RE: Import solution failed on entity relationship
Its mostly likely that instance thats editable might be having the latest patch or service update.
↧
Forum Post: RE: Error when export to Excel
Has there been any change to your SQL server version recently?
↧
Forum Post: Business Process Flow and Unified Interface security
Hello, First Question I have a BPF in Unified Interface. I was trying to figure out if there are security role settings that take away the Set Active and Next Stage buttons? I want an admin user to be able to switch to any process in the bpf....but I do not want any other user to be able to. Second Question I use workflows to auto move through stages with a flag field that prevents manual movement. Is there any way to hide the field from the bpf toolbar...I realize it needs to be there...but would like to hide it. Thansks
↧
Forum Post: RE: MSCRM 2015 - downloaded file names are enclosed with '
Use this Chrome extension chrome.google.com/.../ooddnpkpabbgcliomlijjfolcbjdhgkk
↧
↧
Forum Post: RE: Business process flow unified interface - pin stage (in fly-out)
What are the values to choose from....just expanded?
↧
Forum Post: RE: Plugin error System.TimeoutException: Couldn’t complete execution of the plug-in within the 2-minute limit
Could you try limiting the number of records you process and see if this still fails? For example, you could add to your query expression to only bring lets say 500 records and let it process and see what happens. docs.microsoft.com/.../jj635439(v%3Dcrm.8)
↧
Forum Post: RE: Chrome update making file downloads non usable
Use this chrome extension as fix chrome.google.com/.../ooddnpkpabbgcliomlijjfolcbjdhgkk
↧