dynamics-crm-2013

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

爷,独闯天下 提交于 2019-12-20 04:14:05
问题 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? 回答1: One to do would be to run an advanced find with the

Get audit history records of any entity record as per CRM view

让人想犯罪 __ 提交于 2019-12-19 02:55:21
问题 I want to display all audit history data as per MS CRM format. I have imported all records from AuditBase table from CRM to another Database server table. I want this table records using SQL query in Dynamics CRM format (as per above image). I have done so far select AB.CreatedOn as [Created On],SUB.FullName [Changed By], Value as Event,ab.AttributeMask [Changed Field], AB.changeData [Old Value],'' [New Value] from Auditbase AB inner join StringMap SM on SM.AttributeValue=AB.Action and SM

Rich Text Editor (WYSIWYG) in CRM 2013

我怕爱的太早我们不能终老 提交于 2019-12-18 13:39:31
问题 Sometimes it is useful to have the HTML editor in CRM interface. It is possible to implement the editor directly to CRM 2013. As editor we will use ckeditor which allows to use it without installation on the server. 回答1: Identify the field where you would like to use the rich text editor. Create html-webresource which will define ckeditor. Go to Settings-Customizations-Customize the System-Web Resources . In html editor of web resource, select the Source tab and insert the following code:

How to find name and information about views of entity using javascript in dynamics crm

大兔子大兔子 提交于 2019-12-14 03:18:34
问题 I want to find the name and columns set in all Views of entity of dynamic crm with the use of javascript. enter image description here This names for entity display in above image and columns which are set in view. 回答1: "Saved Query" is the entity that holds all the data related to system views. However getting the columns will require some parsing as the "Grid" is stored as an xml in the "LayoutXml" attribute of the entity. For e.g. to fetch views on "contact" entity: OData: GET

Create an email activity using REST Endpoints in CRM2011-2013

此生再无相见时 提交于 2019-12-13 14:09:05
问题 The code below will create a Email Activity in CRM but I can't figure out how to add multiple recipients. If I try to add a second recipient it just replaces the first recipient. function CreateEmail() { alert("CreateEmail Begin"); var email = new Object(); email.Subject = "Sample Email Using REST"; SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); }); } // Email Call Back function function EmailCallBack(result) { var activityParty

Add document sharepoint using web service Microsoft Dynamics CRM

偶尔善良 提交于 2019-12-13 09:46:50
问题 I have an account entity in my Microsoft Dynamics CRM and the every account I have folder in Sharepoint which contains documents of this account I want to create app on c# using Web Services CRM IOrganizationService to Add Documents in SharePoint. it's possible ? Please any links to do that. I need to help. thanks in advance 回答1: from your Question what is understood is that you have setup SharePoint in CRM Document Management System . You must have enabled Document Location for Accounts in

contentWindow iframe crm 2016

前提是你 提交于 2019-12-13 09:42:45
问题 please find below the code where I am trying to access a Webresource. I am working on CRM 2016 var xyz= window.xyz|| {}; $("#WebResource").contentWindow.xyz.Scheduler.load(); Gives out "Unable to get property 'contentWindow' of undefined or null reference" message. Need help. 回答1: Don't manipulate the DOM, it's unsupported. Do this Xrm.Page.getControl("WebResource").getObject().contentWindow.[etc. etc.] 回答2: As already pointed out; manipulating the DOM directly is unsupported. However, if you

View Showing Accounts that don't have contact

生来就可爱ヽ(ⅴ<●) 提交于 2019-12-13 07:12:24
问题 I want to create two views. - One view showing all accounts having contacts. It is easy. I don't have any issue with this. - Second View Showing All Accounts don't have any contact. As we can't specify such condition for second view in advance find. Is there any way we can achieve this using Views? I don't want to create SSRS report or any custom Development. Please let me know if this is achievable. 回答1: You can achieve this only by modifying the Account entity customization xml. Create a

Unable to get property 'ClientVariables' of undefined or null reference in CRM 2013

纵饮孤独 提交于 2019-12-13 05:03:20
问题 I have a task to upgrade the CRM 4.0 to CRM 2013 and CRM have too much customization. i have change the code and then upgrade to CRM 2011 then apply RU 16 on CRM 2011 then get the data base and import in the CRM 2013. Now in CRM 2013 i am facing the following error on the Sales Order. and form is not loading the data and showing the Error on Page. i have seen that this error is due to the Ribbon button Code. enter code here Microsoft Dynamics CRM Error Report Contents <CrmScriptErrorReport>

2013 Microsoft Dynamics CRM - Change forms using JS

让人想犯罪 __ 提交于 2019-12-13 03:48:16
问题 I've got a custom entity that has multiple forms. To create a new form, this is done via a sub-grid. The user just clicks the plus button on the subgrid. This populates certain fields on the form. I want to be able to change to a specific form, and pass the data that is populated into the fields across. Currently, I've used the Xrm.Page.ui.formSelector library to switch between forms based on when the entity is in create mode. I use this to switch between the forms: Xrm.Page.ui.formSelector