CRM 2015 Plugin and ETL

Hi,
Does the CRM Plugin (On Post CREATE) fire when the data is loaded using ETL?
Thanks
nasayoo

Hello,
In case you use CRM Endpoints for data upload then answer is yes - plugin would be triggered.
Dynamics CRM MVP
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Similar Messages

Create a record based on From date and To Date in CRM 2015 Plugins

Hi all
in my account screen i have two date field from date and Todate and i have one child entity member when i am creating a
new account then based on from date and to date number of child record should be created
for example in account screen
if from date=2/1/2015 and
To date=31/03/2015
then number of child record should be created
in this manner
from date to date
2/1/2015 31/01/2015
01/02/2015 28/02/2015
1/03/2015 31/03/2015

Hi,
OK. It seems you want to create 3 records (custom child entity) where the first has the same From Date as the Account and goes up to the end of the month, and the other records go from there.
This logic can be implemented via a Plugin that could run on the create and update of these fields on Accounts. From the Plugin, you can set up the logic and fill the records with the necessary information.

CRM 2015 outlook client does not connect to CRM

Hi,
I am trying to run the configuration wizard to connect the office 2010 outlook to Dynamics CRM 2015 server and get the error below (outlook client 2015 is successfully installed). All the required components
are installed on both server and client side.
Any idea?
captainsina

Hi Nico,
How is it going? :)
I am going against on-prem. Not being prompted for credentials. I can go to the services using the browser, but the outlook client fails.
I am using the same credentials on the local machine as the CRM user credentials.
Cheers.
captainsina

What happens if I don't approve Update to CRM 2015 Online

Hi there
Can anyone help me with this simple question?
What happens if I don't approve the automatic Upgrade to CRM 2015 Online?
Blogs tell me, that the Org is not being updated. That's ok, but what are my options afterwards?
Let's say I let the automatic Update pass by not approving it and in 10 month I would still like to get the upgrade. Can I still get an automatic upgrade at a later point of time?
Thanks for your help.
I posted the same question here: https://community.dynamics.com/crm/f/117/t/152185.aspx
but received no reasonable feedback.

Hi Tobi,
I don't know what you mean for "reasonable feedback", but as I wrote in the other post, at a certain post you will not able to delay the upgrade and your instance will be updated automatically to CRM 2015. And as the other user wrote, the deadline
is end of June of this year.
My blog: www.crmanswers.net -
Rockstar 365 Profile

How Remove Sample User Form CRM 2015 Online

I have CRM 2015 Online and Use Sample Data And Sample User
I have remove the Sample Data which is removed but how I remove the Sample User
There is no option for delete and Disable User in CRM 2015 Online on System User Entity
One thing More in Office 365 Admin there is No Sample User Exists so that I can delete or Disable
Muhammad Sohail

Like Every CRM 2015 Online contain Built in Sample Data (Accounts,Contacts,Leads,Opportunities,Cases,Campaigns,Goals)
Similarly have CRM User Approx 24 User and these user not showing in Office 365 Licensed User List.
I remove the sample data and also want to delete or disable that sample (demo) users but how??
Muhammad Sohail

CRM 2015 Outlook Plugin and SCCM 2012

Good Morning!
In need of some assistance from you more experienced SCCM admins. Let me quickly run down the steps of what I've done:
1) Created a network share for CRM 2015 that everyone can see
2) Ran the EXE from Microsoft and followed the instructions from them to create the CrmClient_32.msi
3) In SCCM, created a new application, and linked the shared folder. SCCM auto-populated the install command, publisher data, etc. The only thing I added was "/s" for the MSI package to install
4) Created a Device Collection with one test PC that already has CRM 2013 installed
5) Deployed the application to the device collection with the following options:
Under Content Tab:
Content Location: \\networkshare\Installs\CRM2015
Persist content in the client cache is NOT checked
Allow clients to share content with other clients on the same subnet IS checked
Deployment options: Do not download content
Under the Programs Tab:
Installation program: msiexec /i /s "CrmClient_32.msi"
Installation start in: blank
Uninstall program: msiexec /x
Run installation and uninstall program as 32-bit process on 64-bit clients IS checked
Under User Experience Tab:
Installation Behavior: Install for system
Logon requirement: Whether or not a user is logged on
Installation program "margin-bottom:9px;padding-right:0px;padding-font-family:Arial, Helvetica, sans-serif;font-size:14px;line-height:21px;word-wrap:break-word;color:#333333;">Maximum allowed run time ( 120 minutes)
Estimated installation time (0 minutes)
6) I schedule the install (for most applications I've seen this works best)
Now when I go to Monitoring, all I see is the deployment is "In Progress" and the category is "Waiting for content"
I'm frustrated because I don't understand why this won't work. It seems so painless and the method I've described above works for almost any other application I've pushed out.
I'm all ears - is there anything you see that isn't correct? Any ideas or suggestions? If you've successfully pushed out CRM 2015 some how (even if it's not through SCCM), could you please share your solution?
Thank you so much! -Nick

Hi,
In need of some assistance from you more experienced SCCM admins
Since we are not familiar with SCCM, please refer to SCCM forums below to get more professional support:
https://social.technet.microsoft.com/Forums/en-US/home?category=configurationmanager&filter=alltypes&sort=lastpostdesc
Best Regards,
Amy
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[email protected]

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/

Use Same URL for Internal and External Access for CRM 2015 IFD

I have setup a CRM2015 server for IFD access.
ADFS and CRM are on separate servers.
CRM server all roles
ADFS 2.0 server.
Using the internal URL I am able to access CRM without entering my details (as expected)
Using the external URL I am authenticated by ADFS as expected and can sign in.
We have an internal domain domain.local
We have an external domain domain.com (the certificate is for *.domain.com)
We have a DNS zone created internally for domain.com.
CRM URLs
internal : internalcrm.domain.com
External : externalcrm.domain.com
I would like all users to use the same link regardless of them being internal or external, but I would like so that any user who is on the domain is automatically logged in without entering their username and
password. What is the best way to do this?
I have tried creating a cname record on the internal domain.com zone pointing externalcrm.domain.com to internalcrm.domain.com but that didn't work, I still get the ADFS sign in page.
Thanks

So fair warning, what you're asking for isn't really a supported deployment method of CRM.
That said, you should be able to do some DNS trickery internal to your network that points your "crm.domain.com" to "crm.domain.local" and then hopefully CRM will treat the connection as if it came from an internal network.
Otherwise, you're likely going to have to accept that everyone gets the ADFS login page internal and external to your network.
The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

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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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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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

Cant add Competitors on Mobile Phone App CRM 2015

I'm currently configuring the mobile phone app for CRM 2015 online.
The issue i'm having is that i cant seem to add competitors, either directly or to an existing Lead or Opportunity. Although the entity appears in the lead and opportunity records, it only shows already added competitors (which were added via the browser
or tablet app). I don't seem to have the option to add new competitors within the mobile phone app as the little "+" symbol at the top of the form is not present.
I have the competitors entity enabled for the mobile phone app and tablet app. the tablet app works fine.
I've also noticed that competitors entity appears on the tablet home page navigation but not on the mobile home page.
Any suggestions?

Hi,
This is very urgent. I have to submit the app in 2 days. Doesn'y anyone have any idea about this?? Please Help

E-mail router (On-premise) to CRM 2015 (On-line) connectivity issue

Hello Experts,
I was trying to configure e-mail router on my location environment (working on domain administrator credentials :)) to connect to CRM 2015 Online server (TRIAL version).
Unfortunately during "Load data" process ("Users, Queues and Forward Mailboxes" tab in E-mail Router Configuration Manager) I'm still getting "Access is denied" error.
"CRM Server address" I'm using is: “https://disco.crm.dynamics.com/orgname” ("orgname" is 100% correct, I've also tried "DEV" instead of "DISCO" address option) and "Access credentials"
specified are also correct (this is System Administrator user in my CRM organization).
I assume that the problem is somehow connected with user account, because when I’m trying to use some fake one (ex. "[email protected]") the error message is different ("GetAuthStateEx(), Request Status: ").
I was trying to use Fiddler to see problem source and I found that "Access denied" is return during accessing "https://disco.crm.dynamics.com/XrmServices/2011/Discovery.svc" URL.
Am I missing something? Should CRM account used by e-mail router have some additional permissions except "System administrator" role in CRM?
Any help will be really appreciated.
Kind regards,
Piotr

I've checked unique organization name on developer resources page many times (this is very common reason of many problems with e-mail router deployments).
Actually I'm looking at this name right now and it is 100% correct (only lowercase letters, no "strange" characters :)).
Today - the error message looks a little different.
I've checked above mentioned web service address ( https://disco.crm.dynamics.com/XrmServices/2011/Discovery.svc ) in IE and there is no problem with accessing it.
I'm wondering should this error be somehow connected with fact that our CRM online organization is TRIAL version or that it is 7.0.1 version (our e-mail router is 7.0.0)?
Any other ideas?
Best regards,
PG

Dynamics CRM 2015 : Email editor

Dear all,
Can anyone confirm if the email editor comes with the Dynamics CRM 2015 On-premise version and Online version?
I have many reviews saying that we have email editor in the Dynamics CRM 2015 version but I am unable to find it.
Any help/ guide would be greatly appreciated.
Many Thanks & Regards
Vinay

Hello Vinay,
The emal editor is only available with MDM (Microsoft Marketing). Check this out for reference.
https://community.dynamics.com/crm/f/117/t/151513.aspx
Regards
Abhishek
Abhishek Bakshi

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

CRM 2015 Plugin and ETL

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