CRM 2015 Customer Main Grid Fancy

0
In CRM 4.0, At Customer Main Grid has option to popup some address details like below.
Does any one know In CRM 2015, How to enable this option or is there any Add-On/Plugin/Solution out there to enable this sort of pop up windows with few column details at Customer grid?? Technically we can inject JavaScript function to pop up tooltip
with nice windows on Mouse hover event on Customer Grid, but curious, if any one have done that or any article/link for this??
Thanks,
Nick

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CRM 2015 Custoemr Main Grid Fancy tooltip solution/script

In CRM 4.0, At Customer Main Grid has option to popup some address details like below.
Does any one know In CRM 2015, How to enable this option or is there any Add-On/Plugin/Solution out there to enable this sort of pop up windows with few column details at Customer grid?? Technically we can inject JavaScript function to pop up tooltip
with nice windows on Mouse hover event on Customer Grid, but curious, if any one have done that or any article/link for this??
Thanks,
Nick

In CRM 4.0, At Customer Main Grid has option to popup some address details like below.
Does any one know In CRM 2015, How to enable this option or is there any Add-On/Plugin/Solution out there to enable this sort of pop up windows with few column details at Customer grid?? Technically we can inject JavaScript function to pop up tooltip
with nice windows on Mouse hover event on Customer Grid, but curious, if any one have done that or any article/link for this??
Thanks,
Nick

SharePoint Operations on a CRM 2015 Custom Form

Platform: CRM 2015 Online + O365 + SharePoint Online
I have a custom form on an object related to Account that I would like to present to the users with functionality allowing them to upload a (single) document and have it associated with the Account record. Then, I want to stuff a link to
the document on the custom form so that other users consuming the custom object could click directly to the document (instead of having to click over to the "Documents" tile and dig up the document).
Is this something I can do from JavaScript or am I looking at a .NET plugin?
Any help much appreciated!
Thanks!
James Prevallet

Hi joshalcorn22,
I see that you have used the following:
<endpointBehaviors>
<behavior name="webHttpBehavior">
<webHttp helpEnabled="true" />
</behavior>
<behavior name="PasswordResetter.Service1AspNetAjaxBehavior">
<enableWebScript />
</behavior>
</endpointBehaviors>
But it seems that you do not apply these endpoint behaviors to the endpoint, please try to apply it. After that if it still can not work, please try to change the POST method to the GET method to see if you can get the right result in the browser. If you
can get the result with the GET method, then it may have something wrong with your javascript code. If you can not get the result with the GET method, then please try to enable the WCF trace to help you find the root cause.
#How to enable WCF Trace:
http://www.codeproject.com/Articles/420538/Simple-steps-to-enable-tracing-in-WCF .
Best Regards,
Amy Peng
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Flitered Sub-grid in Online CRM 2015

Hi all ,
   I have the following requirement. In Case form we included multiple sub-grids (Opportunity,Lead, etc..). On selecting the value in customer field, only the related records of that particular Customer should flow in the
respective sub-grids.
The same functionality we worked in CRM 2013 which was working fine. At present in CRM 2015 on loading the form some times it is working & some times it is not working (means some times it shows related record & some times it shows all records).
Unable to identify the issue. We have also tried by refreshing the sub-grid twice in J-script.
Any solution?
Thanks & Regards
Shankar

Hi Polat,
Thanks for your reply. We have done the same work. Please find below Jscript we have used, which is working fine in CRM 2013. In CRM 2015 some times it works & some times it shows all the records with out filter. So any other solution for
this issue.
function BindGridSubscription() {
    // Get Customer
    var lookupfield = new Array;
    lookupfield = Xrm.Page.getAttribute("customerid").getValue();
    if (lookupfield != null) {
        var lookupid = lookupfield[0].id;
    else {
        return;
    var relatedSubscriptions = null;
    relatedSubscriptions = document.getElementById('sgvSubscriptionDetails');
    if (relatedSubscriptions == null || relatedSubscriptions.readyState != "complete") {
        setTimeout('BindGridSubscription()', 2000);
        return;
    var fetchXmlSubs = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>";
    fetchXmlSubs += "<entity name='opportunity'>";
    fetchXmlSubs += "<attribute name='opportunityid' />";
    fetchXmlSubs += "<attribute name='tec_zone' />";
    fetchXmlSubs += "<attribute name='totalamount' />";
    fetchXmlSubs += "<attribute name='tec_subscriptiontype' />";
    fetchXmlSubs += "<attribute name='tec_copystartdate' />";
    fetchXmlSubs += "<attribute name='tec_copyenddate' />";
    fetchXmlSubs += "<attribute name='tec_subscribedscheme' />";
    fetchXmlSubs += "<attribute name='tec_subscribedproduct' />";
    fetchXmlSubs += "<attribute name='tec_schemestartdate' />";
    fetchXmlSubs += "<attribute name='tec_schemeenddate' />";
    fetchXmlSubs += "<attribute name='tec_poimplementationdate' />";
    fetchXmlSubs += "<attribute name='tec_bookingformnumber' />";
    fetchXmlSubs += "<attribute name='tec_bookingdate' />";
    fetchXmlSubs += "<order attribute='tec_zone' descending='false' />";
    fetchXmlSubs += "<filter type='and'>";
    fetchXmlSubs += "<condition attribute='customerid' operator='eq' uitype='contact' value='" + lookupid + "' />";
    fetchXmlSubs += "</filter>";
    fetchXmlSubs += "</entity>";
    fetchXmlSubs += "</fetch>";
    relatedSubscriptions.control.SetParameter("fetchXML", fetchXmlSubs);
    relatedSubscriptions.control.Refresh();
Thanks
Shankar

Unable to register custom workflow activity on MS CRM 2015 Online

Hi All,
I am trying to register custom workflow activity using plugin registration tool on MS CRM 2015 Online.
Error says that 'No Plugin have been selected from list. Please select atleast one and try again'
In short my assembly is not considered as custom workflow activity.
I am giving my code let me know, If any thing is wrong.
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Activities;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Workflow;
namespace Training.SamplePlugin
public class SampleCustomworkflow : CodeActivity
[Input("Birthday")]
public InArgument<DateTime> BirthDate { get; set; }
[Output("NextBirthday")]
public OutArgument<DateTime> NextBirthDay { get; set; }
protected override void Execute(CodeActivityContext executionContext)
//Create the tracing service
ITracingService tracingService = executionContext.GetExtension<ITracingService>();
//Create the context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.PrimaryEntityName.ToLowerInvariant() == "contact")
DateTime birthDate = BirthDate.Get<DateTime>(executionContext);
DateTime nextBirthDate = new DateTime(DateTime.Now.AddYears(1).Year, birthDate.Month, birthDate.Day);
//NextBirthDay.Set(executionContext, nextBirthDate);
Entity newContact = new Entity();
newContact.LogicalName = "contact";
newContact.Id = context.PrimaryEntityId;
newContact["new_nextbirthday"] = nextBirthDate;
service.Update(newContact);
If code is correct then has somebody faced this kind of issue earlier, what is resolution.
Thanks
Apurv

Have your signed your assembly ??
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MS CRM 2015 Adding Custom RIbbon button in dashboard and Changing Colors

Hi,
I am Looking for customization in MS Dynamics CRM 2015 and want to Add Custom Ribbon button in dashboard and Changing Colors of that ribbon using customization.xml i am new to crm 2015 and only know how to import export solutions.
Regards
Irfan

Hello Irfan,
For adding a custom button please refer this blog
https://community.dynamics.com/crm/b/aeonnexuscrm/archive/2014/10/21/ms-crm-2013-adding-custom-ribbon-button-in-dashboard.aspx
And for changing colors in Chart
https://crmchartguy.wordpress.com/2012/08/23/palette-custom-colors-in-charts/
Hope this helps!
Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

Custom activities outlook sync in CRM 2015

Hi All,
Can we sync custom activities with Outlook in CRM 2015?
Thanks
nasayoo

Hello,
No, you can't.
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
My blog

Dynamics crm 2015 import fail entity ribbon XML data that represents the customized elements of the ribbon for an enitity" error.

while import the solution into dynamics crm 2015.import fail is getting.could anybody help me on this.
hsk srinivas

Hello,
I believe first step is to Download Log File and recheck it for error.
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
My blog

Do you have support to integrate echosign with Dynamics CRM 2015, If Not, When it will be possible.?

Do you have support to integrate echosign with Dynamics CRM 2015, If Not, When it will be possible?

Hey Mantas,
Do not expect that feature any time soon. I do not even see that being a feature this year.
Considering all that is going on and required to be finished and sorted a lot more is/will need to be done.
In terms of what you can do I have done things like used the refer a friend form which you can style and use that to send emails out to the needed people. I have submitted multiple web forms with ajax etc as well.
You have the custom fields for the people and emails (if not you can add them) and you can use those to send emails off to people, you just do not have a workflow so your not pestered with it but the notification message is the one that goes out and can have a template applied.
So there is a number of things you can do to get that going along those lines. I have done a few variations of this on different sites.
Warning note though - Ajax submission for custom web forms has a total character limit (all fields) of 1024 characters, which is not a lot.

"CRM JAVA CUSTOMER PROJECT 5.0"

Where can i get the "CRM JAVA CUSTOMER PROJECT 5.0" package

Hello, Christopher!
According to Note 669669 we have to import CRContent.zip and Delta.zip . We have to import CIMModel.zip only if current version of model is too old for Delta. I had imported CRContent and Delta successfully and Delta didn't ask me for update CIMModel. So questions are:
1) have I to import CIMModel anyway?
2) how to recreate Software Accossiation for CRM JAVA CUSTOMER PROJECT? - this is main question
Hope you will help me.
P.S. sorry for my English
Regards, Lev.

Biztalk 2013 integration with CRM 2015

Hi,
I am working on a BizTalk 2013 integration with CRM 2015 on premise server and currently developing a POC to see how it works. There are quite a few good articles on BizTalk-CRM integration and I am referring them while building this POC. However I thought
of taking expet’s advice for this. Here are my requirements as of now.
Search CRM contacts by Fname, Lname etc.. And definitely not by Contact ID which is GUID. In this case BizTalk can expect responses like Single contact, Multiple contacts, Contact Not found or soap fault.
Create a single contact record in CRM from BizTalk.
Update Contact details in CRM like multiple addresses for a single contact.
So we have 2 approaches to integrate CRM, using untyped soap endpoint or CRM SDK.
I did an orchestration today with soap endpoint for “Retrieve” operation bypassing a GUID and can see the response returned. But how to pass the fname, lname etc. instead of GUID as there are no fields to populate in the soap Retrieve schema?
Is it wise decision to use untyped soap UI instead of CRM SDK proxy by keeping the above 3 requirements in mind?
Using SOAP endpoint, how can achieve the requirement 1 that returns multiple contacts?
I have seen articles using Query and Fetch to get multiple contacts and I really don’t understand it. Is it the only way to get multiple contacts?
Thanks!
JB

Hi Abhishek,
While exploring the CRM REST capabilities i found the below content on MSDN that says the REST endpoint works only for getting the contact by uniqueID and not by firstname and lastname etc...
https://msdn.microsoft.com/en-us/library/gg328090.aspx#BKMK_RetrievingRecords
Retrieving records
HTTP GET is used when you are retrieving records. When a unique identifier for
a specific record is provided, only that record will be retrieved. Otherwise, any system query options that are defined will be applied and up to 50 records will be retrieved that match any system query option filters.
We can't use a GUID as it is name search from customer website and GUID available at that stage.
So if it works only with GUID then we have to use either CRM SDK or SOAP enpoint right?
Cheers
JB

How to access CRM 2015 On-Premise from Azure web application

hi,
I have deployed a MVC Application on Microsoft Azure. I was wondering Is it possible to access(read and write records like we do normally in local deployment) CRM On-Premise from Cloud or Do CRM 2015 should be IFD deployed?
Any pointers will be highly appreciated.

Hi,
I don't familiar with CRM 2015 On-Premise, but it seems that this is a feature request, please access this website:
https://zapier.com/zapbook/microsoft-dynamics/windows-azure-web-sites/, you could also ask this issue at CRM forum.
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Best Regards,
Jambor
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Ms CRM 2015 Implimention on Cloud

Dear Experts;
Am looking for is the process of Ms CRM 2015 implementation on cloud with database space allocation & full access of SQL , Have anyone came across similar requirements...?
Thanks & Regards
prajosh
Thanks & Regards prajosh http://facebook.com/prajoshg

Prajosh,
Building Custom Clouds is our specialty here at Project Hosts. We can provide a dedicated CRM 2015 implementation with full access to the SQL server. Please let me know if you would like to have a conversation by sending us an email at
[email protected]
Thanks - Ron

Dynamics CRM 2015 Install requires Active Directory on VM Windows 2012 R2 Server

Hello,
I'm trying to install Dynamics CRM 2015 on a standalone VM not connected to a domain (it's running under WIndows 8.1 Professional). The VM was configured using WIndows Server 2012 R2. I'm getting an error message shortly into the install process stating
it needs to access Active Directory.
How can I get around this issue - I just want to Install this CRM on the VM without getting into complicate network/AD issues.
Can you please advise ?
SO many thanks,
John

CRM requires AD no way around that so the most likely solution is to install it on that server or on a VM not connected to your other networks
Jason Lattimer
My Blog - Follow me on Twitter - LinkedIn

CRM 2015 installation hangs without errors on Windows Server 2012 installed in a VM

I have installed a Windows Server 2012 and SQL Server 2012 on a VM using VMware Player and then installed Dynamics CRM 2013, working out all the configuration problems.
The installation hanged once without errors and when I tried it again it was installed, no problems. Dynamics CRM 2013 works without issue.
Then I copied the machine, uninstalled the Dynamics CRM 2013 and started installing CRM 2015. However this time without errors the installation hangs even though I tried more than 5 times.
There are no errors, installation program is not unresponsive and task manager shows nothing out of the ordinary.
I have also tried this on multiple physical and virtual PCs to no avail.

Try to Delete the registry files of CRM before you start the installation : HKEY_LOCAL_MACHINESOFTWAREMicrosoftMSCRM

CRM 2015 Customer Main Grid Fancy

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