Can you post your code?
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Forum Post: RE: Error while updating assembly using plugin registration tool.
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Forum Post: RE: Error while updating assembly using plugin registration tool.
getting the same error above while updating the existing plugin through plugin registration tool.
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Forum Post: RE: how to get field values from metadata
Hi Sahara, I have created one blog to get all values and labels of pick-list using JS, Please refer below url for your reference, this may help you: pravinpawarweb.wordpress.com/.../
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Forum Post: RE: Error Code: orgIsDisabled
Please refer below url for your reference: www.loganconsulting.com/.../ community.dynamics.com/.../223348
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Blog Post: Hidden fields are not “required” anymore in model-driven forms?
Coincidentally, there seem to be change in how required fields are treated in the model-driven forms. I’m saying “coincidentally”, since I recently wrote a post on a related(though different) topic: https://www.itaintboring.com/dynamics-crm/how-to-not-to-get-stuck-on-the-required-fields-when-creating-a-power-automate-flow/ And, then, a co-worker just mentioned that, it seems, hidden fields are not “required” anymore in the model-driven forms even if they have been configured to be “business required” and even when they are still on those forms. I am pretty sure he is correct that such fields, even recently, would have caused a form to display a notification message (that a required field is empty), but, since this behaviors has changed… unless we both have imagined it… there is no way I can reproduce it now. What I can show is how it works today. For example, here is a form with two required fields: I can mark both as hidden so they wouldn’t be showing up on the form anymore: And, then, I can create a new record (new tag in my case) without even populating those fields now: I’m still wondering when the change happened, but, to be honest, this new(?) behavior makes total sense to me.
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Forum Post: RE: when I click on the text box the previous value must be clear in accordance to set a new value
can you please demonstrate with an example similar to that
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Forum Post: RE: Outgoing email status Failures
Hi Diksha, This is connecting on-premise CRM to Exchange Online so the server location is https://outlook.office365.com/EWS/Exchange.asmx which I have tested and verified. This was also working in the previous org which is why I feel like I am missing something.
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Forum Post: Deploying in Azure
Hi All We are starting to look at the process of moving from On Prem Dynamics to Dynamics in Azure. I've been looking around to see if there are any resources/guides available on the process and how it works, what to look for, options etc and but haven't seen anything that could give me help If anyone has any ideas or any links they could provide that would be great or some good reading material Thanks
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Forum Post: RE: Error while updating assembly using plugin registration tool.
If you provide your code, that you are trying to upload, not the error code, it may provide a better/quicker answer.
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Forum Post: How to hide create quote custom button?
Hi, I have created a custom "create quote" button on opportunity form that creates a new quote. I want to hide create quote button if that opportunity already contains a quote . So if count of quote>1 then create quote has to be hidden using JavaScript. Could you please help me.
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Forum Post: CRM 365 Picking Issues From Queue and other case UI Issues
Hello Team, We are facing some UI challenge when user is picking an issue from the queues under service > queues. The user is required to confirm whether the issue is to be removed from queue i,e. under " also remove item(s) from the queue " after picking, the option to be presented in the dropdown should be yes or no, however 0 or 1 is what is presented. Additionally there seems to be a issue when picking cases, the UI is stuck at loading business logic as below Additionally on the resolve case UI there seems to introduced new items i.e. Billable item, total time, remarks. kindly assist.
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Forum Post: How to update automatic email notifications
Hello! Might someone be able to show me how to update automatic email notifications in CRM? I am new to CRM, have Administrator rights, and one of our Sales members do not like receiving email notifications when an opportunity has been won or lost. Thank you!
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Forum Post: How to update automatic email notifications
Hello! Might someone be able to show me how to update automatic email notifications in CRM? I am new to CRM, have Administrator rights, and one of our Sales members do not like receiving email notifications when an opportunity has been won or lost. Thank you!
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Blog Post: Managing and Marketing Microsoft Teams Live Events – Part 2
In part one of our 2 part blog series on Microsoft Teams we told you what Microsoft Teams Live Events are and we showed you how is simple to create and market a Teams Live Event. There are 3 simple steps to follow when holding a Microsoft Teams Live Event: planning and set up, marketing, and post event wrap up. In this second part, we will cover marketing your Teams Live event - as well as post event wrap up. Step three: Marketing your Microsoft Teams Live Event This may be one of the most important steps in holding your live event. You need to ask yourself who it is that you want to attend your webinar. Do you want primarily new customers, existing customers, or a mix? If you are primarily marketing to existing customers, you may want to do something like add a note to your email signature or send emails to existing customers or prospects. When engaging new prospects, you may want to do something such as creating a blog about your topic and post it on social media. Don't forget #hashtags! You may also want to consider joining and posting in LinkedIn groups related to your topic and creating LinkedIn Lead Generation forms to capture sign ups from LinkedIn. Our marketing automation tool of choice is ClickDimensions . ClickDimensions was made exclusively for and is natively built in Microsoft Dynamics 365 . Using ClickDimensions, we built a campaign automation when planning the marketing of our webinar. Campaign automations allow you to set up dynamics paths for a contact or lead based on certain actions. In our fast paced world, campaign automations help simplify and automate daily processes. Campaign automations turn manual processes into automated ones. Campaign automations are not only simple to set up, but extremely beneficial. Not only do they give you piece of mind, campaign automations increase productivity - freeing you up to focus on other things. Below is an example of our campaign automation. Step four: Post event wrap up of your Microsoft Teams Live Event After your Microsoft Teams Live Event is over, you still have a few tasks to perform. You can make your job easier by simply prebuilding many of these assets and finishing them after the webinar is completed. For us, we like to upload all of our webinar videos to YouTube. We also save our PowerPoint presentation to a pdf and download both the pdf and the video to our website. You will also want to send an email to all who registered (not just attendees) - thanking them for attending and attaching links to the webinar recording on YouTube and the PowerPoint notes. Don't take down the webinar landing page you built for registrations. Use it to continue generating leads. Update the sign up form so that people can watch the video on demand. In Conclusion Webinars are among the best marketing platforms. Webinars establish you as an authority in the field and allow you direct contact with your target group. Holding webinars actually saves time and money, as they allow you a global audience without having to travel. Webinars allow you to reach a large amount of people at once. Remember, the hardest thing about doing webinars is just getting started. Decide you want to do it and just get started. You won't be perfect. You will evolve with time and practice. Get started today - happy planning! How Can We Help? If you have any questions on getting started with Microsoft Teams Live events or if we can help you with any of your Dynamics 365 needs, don't hesitate to contact us . We would be more than happy to assist you. enCloud9 is a recognized expert in helping organizations like yours get the most out of their Dynamics 365 system. Watch for details of our upcoming webinars in 2021. Topics to be announced soon and registration will be available on our website, as well as on our Facebook page. Visit our YouTube channel for other informative webinars or our blog for the most current and up to date information. The post Managing and Marketing Microsoft Teams Live Events – Part 2 appeared first on CRM Software Blog | Dynamics 365 . Related posts: Managing and Marketing Teams Live Events – Part 1
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Forum Post: RE: Error Code: orgIsDisabled
Hi Vijay, We will need to look into this further. Hence, a Service Request would help. You can open it via ( https://admin.powerplatform.microsoft.com ). Regards, Shaina
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Forum Post: Launch Enhanced email via code
is there anyway I can launch the new multi-task enhanced email using Xrm.Navigation.openForm or another method. I I currently launch emails from an onchange event on a case field and pre-populate the template via formparameters but it would be good to use the multi-task capabilities of the enhanced email. Current sample code. function (executionContext){ formContext = executionContext.getFormContext(); var entityFormOptions = {}; entityFormOptions["entityName"] = "email"; // Guid of Email Template formParameters["templateid"] = "XXXXXXX-XXXX-XXXX-XXXX-XXXXXXX"; formParameters["templateidname"] = "XXXXXXX"; // Open the form. Xrm.Navigation.openForm(entityFormOptions, formParameters).then( function (success) { console.log(success); }, function (error) { console.log(error); }); function (executionContext){ formContext = executionContext.getFormContext(); var entityFormOptions = {}; entityFormOptions["entityName"] = "email"; // Guid of Email Template formParameters["templateid"] = "XXXXXXX-XXXX-XXXX-XXXX-XXXXXXX"; formParameters["templateidname"] = "XXXXXXX"; // Open the form. Xrm.Navigation.openForm(entityFormOptions, formParameters).then( function (success) { console.log(success); }, function (error) { console.log(error); });
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Forum Post: RE: how to get field values from metadata
Hi Sahara, + you can retrieve values of picklist field from a given Entity, querying by Entity Logical Name, using query below YOURORG.crm4.dynamics.com/.../Microsoft.Dynamics.CRM.PicklistAttributeMetadata + If you really need to use ObjectTypeCode, you can retrieve LogicalName by OBjectTypeCode, before run query above: YOURORG.crm4.dynamics.com/.../EntityDefinitions eq 1 + More details: docs.microsoft.com/.../query-metadata-web-api www.inogic.com/.../
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Forum Post: CRM Dynamic 365 Plugin InvalidPluginExecutionException
Hello All Expert, How to show plug-ins custom error message without this line " Microsoft Xrm Sdk InvalidPluginExecutionException: " on the pop-up Business Process Error screen. I need to show my custom error without this line. Code Line:- throw new InvalidPluginExecutionException("Sorry, you cannot update this request because it isn't approved yet.");
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Forum Post: Closing multiple opportunities using workflow
Hi all, For a requirement of a client I want to be able to close multiple opportunities (bulk closing). I have already figured out and tested this by creating an on-demand workflow. However, this way it is not possible to fill in competitor, actual revenue etc., which is possible if you close opportunities one by one. Can someone guide me how to set up my workflow so I can fill in the required fields? I appreciate the response! Thanks, Emma
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Forum Post: RE: Closing multiple opportunities using workflow
Hello Emma, You can use my Ultimate Workflow Toolkit and "Close Opportunity as Won" step to close the opportunity with the required input - competitor, amount, e.t.c. You can find the link to the download page in my signature.
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