dynamics-crm-2011

Dynamically Change Option Set Values in CRM

由 China☆狼群 提交于 2019-12-02 10:26:53
问题 I am using CRM Online 2013. I am trying to remove 3 values from an optionset under a certain condition. The optionset has six options by default: they are listed at the top of my JS code below. When I run my code, the correct amount of options appear; but they all say undefined. Here is what I have at the moment: var customer = 100000000; var partner = 100000001; var partnerCustomer = 100000002; var customerAndBeta = 100000003; var partnerAndBeta = 100000004; var partnerCustomerAndBeta =

Crm 2011 : Refresh associated Grid View

由 ⅰ亾dé卋堺 提交于 2019-12-02 09:55:55
问题 Is there a way to refresh associated Grid View ? I have a Sales Order View on the Account Form, on this Form I have a button (New Order) that open a new Sales Order Form, in this form I do my Orders, The question is : When I save on my Order Form I want to refresh my Order associated View (in the Account Form) , but I don't know how to get the control name or how to access to it. I tried many ways Like Xrm.Page.ui.controls.get("Orders").refresh(); document.getElementById("areaOrders")

CRM 2011 - setting a default value with JScript

由 二次信任 提交于 2019-12-02 09:55:22
We have CRM 2011 on premise. The Contact entity was customized to use a lookup to a custom entity Country instead of just a text field. When creating a new Contact we would like the country field to be set to Canada by default. I have the following function that does that: function SetDefaultCountryCode(countryFieldId) { var _canadaId = "{FC167B4D-1C3B-E111-8904-F2EA3FE25706}"; var countryControl = Xrm.Page.getAttribute(countryFieldId); // only attempt the code if the control exists on the form if (countryControl != null) { var currentCountry = countryControl.getValue(); // if country is not

CRM 2011 - Using contact data on Case form

由 雨燕双飞 提交于 2019-12-02 09:19:40
问题 I've installed CRM 2011 to see if I can tailor it to our business. We do repairs, I want to be able to book in a contact (client) and then a case and have the clients number and address print on the case form. All I can find are fields relevant to the case and not client, any idea on how I can select them? 回答1: To get fields from the contact onto the case form you could - Create redundant fields on the case form for the fields that you want to port over from the contact, and then edit the

How to set the Opportunity Status - Dynamics CRM?

由 回眸只為那壹抹淺笑 提交于 2019-12-02 08:46:23
问题 I'm trying to update the status of open opportunity by using the WinOpportunityRequest & LoseOpportunityRequest API provided in the MSDN. I've followed the code which was given in the MSDN & I even referred to stackoverflow's Set Opportunity Status But, When I run this following code for the open opportunity it throws error stating that LoseOpportunityRequest req = new LoseOpportunityRequest(); Entity opportunityClose = new Entity("opportunityclose"); opportunityClose.Attributes.Add(

How can I update form field on Microsoft CRM Online via Javascript

由 假装没事ソ 提交于 2019-12-02 07:19:38
问题 I've just created a custom order form on the Microsoft Dynamics CRM Online. Basically, I'd like to update Total Amount field as multiply of Quantity and Amount Field. I think I can do this via Javascripts. I just opened Quantity Field Properties menu and reach Events menu. It requires to select a js library and write right function. I'm quite sure it's too much easy, however, I do not know how to do. Basically: Update Amount Field X Quantity Field should be = Total Amount Field value. My

Display a grid of unrelated records on the form of an entity

由 好久不见. 提交于 2019-12-02 07:12:24
I have 3 CRM entities: A, B and C. There is a 1:N relationship between A & B. I have a custom activity D. There is a 1:N relation between B and D On creation of an instance of D, it's "Regarding" field set to an instance of C. C is not related to A or B directly via any direct relationship. The question: In the form for C, is there a way to somehow get to the ID of the instance Of A(via the "Regarding" field between C & D such as C --> D --> B --> A) and use that ID of A to display a grid of related records of B on the form. I'm guessing that this would involve an IFrame & javascript? There

Import data from excel sheet with new columns in CRM 2013 Online

由 ♀尐吖头ヾ 提交于 2019-12-02 06:42:00
I previously imported data from an excel sheet into CRM that had around a dozen columns in it. At that time some of those columns were empty. Now that excel sheet has been updated to include values in those previously empty columns. How do I import only those newly updated columns in excel sheet to update their respective CRM records? Is their a way of importing them without creating duplicates and anyway messing up the records in CRM? One to do would be to run an advanced find with the new columns plus any columns that you would need to identify the rows. Next, export to Excel all of the rows

How to get all the birthdays of today?

由 ￣綄美尐妖づ 提交于 2019-12-02 06:12:46
Does anyone know how to make a Linq query that gets all the birthdays of today? The code below doesn't work : var getBirthdays = orgContext.CreateQuery<Contact>() .Where(c => c.BirthDate != null && c.BirthDate.Value.Month == DateTime.Now.Month).ToList(); I get an error like this: "Invalid 'where' condition. An entity member is invoking an invalid property or method." Thanks in advance! Peter Majeed Anytime a vendor writes a four part blog series on how to do something as simple as finding a birthday (as Microsoft did in 2007), you have to know this won't be simple. So far as I can tell, this

How to set the Opportunity Status - Dynamics CRM?

由 我是研究僧i 提交于 2019-12-02 04:57:54
I'm trying to update the status of open opportunity by using the WinOpportunityRequest & LoseOpportunityRequest API provided in the MSDN. I've followed the code which was given in the MSDN & I even referred to stackoverflow's Set Opportunity Status But, When I run this following code for the open opportunity it throws error stating that LoseOpportunityRequest req = new LoseOpportunityRequest(); Entity opportunityClose = new Entity("opportunityclose"); opportunityClose.Attributes.Add("opportunityid", new EntityReference(OptyEntityName, new Guid("xxxx-xxx"))); opportunityClose.Attributes.Add(
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