Crm online
For online services(any information provided to a prospect/client) comment can be entered to a specific comments field. However changes in the comments are not tracked.
A history (like for the comment field have to be available.
Transaktion: xxxxxxxxx online services
system xxx
by creating online service, history is not available
can anyone help me on this??
regards,
latha reddy.
Hello,
We have a CRM 2013 instance and planning to move to CRM 2015 online.
Wanted to understand if CRM 2015 online is recommended only for LBI & MBI data or it's good for HBI data as well.
Thanks
Tarun
Tarun
Similar Messages
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Not able to connect CRM Online to PowerBI
Not able to connect CRM Online to PowerBI, Please let me know if you have an idea to resolve this issue.
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Failed to update model parameters
Activity Id59a2a854-8e34-6636-0679-3d2e245d2241
Request Id9b7fa606-324e-4ec8-495f-13f91d03bc54
Error Code400
TimeWed Mar 18 2015 21:24:18 GMT-0400 (Eastern Daylight Time)
Version11.0.9165.945
Cluster URIhttps://wabi-south-east-asia-redirect.analysis.windows.netHi Kiran
Please chcek the Note 1359600-MDM stopped communicating after upgrading to 7.1.03 from SAP NOTES.
https://websmp230.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=1359600
SAP Note Description:
Summary
Symptom
MDM components stopped communicating after upgrading to 7.1.03
Other terms
TCP ports, Firewall, connection, network, SP03, SP3, 7.1
Reason and Prerequisites
Starting from version 7.1.03 the MDM suite is using different TCP ports for its operations. The change was in order to be compliant with the Internet Authority for Numbering Assignment. Port numbers changed as follows:
Application Old Port # New Port #
MDS 20005 59950
MDLS 20008 59650
MDIS 20009 59750
MDSS 20010 59850
If firewalls were configured to allow MDM's communication throughout the landscape, they actually might prevent (depending on their rules table) the communication after an upgrade to MDM suite starting at version 7.1.03 and higher.
Solution
Revise the firewall rules such that they will allow the communication according to the changes described above.
In order to check that the ports are allowed to pass trough the firewall a telnet test could be done like so:
1) Open a terminal window (on UNIX) or a command window (on Windows) on the same machine which hosts the application which tries to connect, and issue the following command:
telnet <MDM server host name or IP address> <TCP port to test>
2) If no error response is received than it means that the TCP port is allowed to go trough.
3) Repeat steps 1,2 for all the other ports need by the application.
Thanks
Sowseel
Edited by: sowseel pasumarthi on Jan 18, 2011 6:36 AM -
Hi,
I am using CRM ONLINE 2013.
How to automate below process?
1. On Approval Of Quotation, Run Report.
2. Generate PDF.
3. Send an Email With PDF as attachment.
As i have gone through many forums for this topic, but creating a plugin code for generating Report PDF is not possible in CRM ONLINE.
So, What is the alternate way to do this..?
Thanks.This is my entire code mentioned below:-
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<script type="text/javascript" src="https://ajax.googleapis.com/ajax/libs/jquery/1.4.1/jquery.min.js"></script>
<script type="text/javascript">
if (typeof (SDK) == "undefined")
{ SDK = { __namespace: true }; }
SDK.JScriptRESTDataOperations = {
_context: function () {
if (typeof GetGlobalContext != "undefined")
{ return GetGlobalContext(); }
else {
if (typeof Xrm != "undefined") {
return Xrm.Page.context;
else { return new Error("Context is not available."); }
_getServerUrl: function () {
var serverUrl = this._context().getServerUrl()
if (serverUrl.match(/\/$/)) {
serverUrl = serverUrl.substring(0, serverUrl.length - 1);
return serverUrl;
_ODataPath: function () {
return this._getServerUrl() + "/XRMServices/2011/OrganizationData.svc/";
_errorHandler: function (req) {
return new Error("Error : " +
req.status + ": " +
req.statusText + ": " +
JSON.parse(req.responseText).error.message.value);
_dateReviver: function (key, value) {
var a;
if (typeof value === 'string') {
a = /Date\(([-+]?\d+)\)/.exec(value);
if (a) {
return new Date(parseInt(value.replace("/Date(", "").replace(")/", ""), 10));
return value;
Create: function (object, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 201) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send(JSON.stringify(object));
Retrieve: function (id, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("GET", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 200) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
Update: function (id, object, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("X-HTTP-Method", "MERGE");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 204 || this.status == 1223) {
successCallback();
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send(JSON.stringify(object));
Delete: function (id, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("X-HTTP-Method", "DELETE");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 204 || this.status == 1223) {
successCallback();
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
RetrieveMultiple: function (type, filter, successCallback, errorCallback) {
if (filter != null) {
filter = "?" + filter;
else { filter = ""; }
var req = new XMLHttpRequest();
req.open("GET", this._ODataPath() + type + "Set" + filter, true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 200) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d.results);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
__namespace: true
</script>
<script type="text/javascript">
//Create Email and link it with Order as Regarding field
var Xrm;
var email = new Object();
var ownerID = "";
var CustomerId = "";
if (window.opener) { Xrm = window.opener.Xrm; }
else if (window.parent) { Xrm = window.parent.Xrm; }
//Get ownerid who send email of quotation to customer
function GetOwnerID() {
var owner = Xrm.Page.getAttribute("ownerid").getValue();
ownerID = owner[0].id;
var ownerName = owner[0].name;
var entityType = owner[0].entityType;
GetToEmailGUID();
//Get customerid who receive email of quotation from owner
function GetToEmailGUID() {
var Customer = Xrm.Page.getAttribute('customerid').getValue();
CustomerId = Customer[0].id;
var CustomerName = Customer[0].name;
var entityType = Customer[0].entityType;
//if CustomerId is type of "Account" then get Primary Contact id of that account
if (entityType == "account") {
var contact = Xrm.Page.getAttribute("customerid").getValue();
if (contact === null) return;
var serverUrl = Xrm.Page.context.getClientUrl();
var oDataSelect = serverUrl + "/XRMServices/2011/OrganizationData.svc/AccountSet(guid'" + contact[0].id + "')?$select=PrimaryContactId";
var req = new XMLHttpRequest();
req.open("GET", oDataSelect, false);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json;charset=utf-8");
req.onreadystatechange = function () {
if (req.readyState === 4) {
if (req.status === 200) {
var retrieved = JSON.parse(req.responseText).d;
CustomerId = retrieved.PrimaryContactId.Id;
else {
alert(this.statusText);
req.send();
function CreateEmail() {
GetOwnerID();
email.Subject = "Email with Report Attachment";
//Set The current order as the Regarding object
email.RegardingObjectId = {
Id: Xrm.Page.data.entity.getId(), //Get the current entity Id , here OrderId
LogicalName: Xrm.Page.data.entity.getEntityName()//Get the current entity name, here it will be “salesOrder”
//Create Email Activity
SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); });
// Email Call Back function
function EmailCallBack(result) {
email = result; // Set the email to result to use it later in email attachment for retrieving activity Id
var activityPartyFrom = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyFrom.PartyId = {
Id: CustomerId, //"79EBDD26-FDBE-E311-8986-D89D6765B238", // id of entity you want to associate this activity with.
LogicalName: "contact"
// Set the "activity" of the ActivityParty
activityPartyFrom.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyFrom.ParticipationTypeMask = { Value: 2 }; // 2 means ToRecipients
// Create the from ActivityParty for the email
SDK.JScriptRESTDataOperations.Create(activityPartyFrom, "ActivityParty", ActivityPartyFromCallBack, function (error) { alert(error.message); });
var activityPartyTo = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyTo.PartyId = {
Id: ownerID, //"79EBDD26-FDBE-E311-8986-D89D6765B238", // id of entity you want to associate this activity with.
LogicalName: "systemuser"
// Set the "activity" of the ActivityParty
activityPartyTo.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyTo.ParticipationTypeMask = { Value: 1 }; // 1 means Sender
// Create the from ActivityParty
SDK.JScriptRESTDataOperations.Create(activityPartyTo, "ActivityParty", ActivityPartyToCallBack, function (error) { alert(error.message); });
//ActivityParty From Callback
function ActivityPartyFromCallBack(result) {
//ActivityParty To Callback
function ActivityPartyToCallBack(result) {
GetReportId('ABM_Infotech_SalesQuote');
//Create attachment for the created email
function CreateEmailAttachment() {
//get reporting session and use the params to convert a report in PDF
var params = getReportingSession();
//Email attachment parameters
var activitymimeattachment = Object();
activitymimeattachment.ObjectId = Object();
activitymimeattachment.ObjectId.LogicalName = "email";
activitymimeattachment.ObjectId.Id = email.ActivityId;
activitymimeattachment.ObjectTypeCode = "email",
activitymimeattachment.Subject = "File Attachment";
activitymimeattachment.Body = encodePdf(params);
activitymimeattachment.FileName = "Report1.pdf";
activitymimeattachment.MimeType = "application/pdf";
//Attachment call
SDK.JScriptRESTDataOperations.Create(activitymimeattachment, "ActivityMimeAttachment", ActivityMimeAttachmentCallBack, function (error) { alert(error.message); });
//ActivityMimeAttachment CallBack function
function ActivityMimeAttachmentCallBack(result) {
var features = "location=no,menubar=no,status=no,toolbar=no,resizable=yes";
var width = "800px";
var height = "600px";
window.open(Xrm.Page.context.getServerUrl() + "main.aspx?etc=" + 4202 + "&pagetype=entityrecord&id=" + email.ActivityId, "_blank", features);
// To open window which works in outlook and IE both
//openStdWin(Xrm.Page.context.getServerUrl() + "main.aspx?etc=" + 4202 + "&pagetype=entityrecord&id=" + email.ActivityId, "_blank", width,
height, features);
//This method will get the reportId based on a report name that will be used in getReportingSession() function
function GetReportId(reportName) {
var oDataSetName = "ReportSet";
var columns = "ReportId";
var filter = "Name eq '" + reportName + "'";
retrieveMultiple(oDataSetName, columns, filter, onSuccess);
function retrieveMultiple(odataSetName, select, filter, successCallback) {
var serverUrl = Xrm.Page.context.getServerUrl();
var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";
var odataUri = serverUrl + ODATA_ENDPOINT + "/" + odataSetName + "?";
if (select) {
odataUri += "$select=" + select + "&";
if (filter) {
odataUri += "$filter=" + filter;
$.ajax({
type: "GET",
contentType: "application/json; charset=utf-8",
datatype: "json",
url: odataUri,
beforeSend: function (XMLHttpRequest) {
XMLHttpRequest.setRequestHeader("Accept", "application/json");
success: function (data) {
if (successCallback) {
if (data && data.d && data.d.results) {
successCallback(data.d.results);
else if (data && data.d) {
successCallback(data.d);
else {
successCallback(data);
error: function (XmlHttpRequest, errorThrown) {
if (XmlHttpRequest && XmlHttpRequest.responseText) {
alert("Error while retrieval ; Error – " + XmlHttpRequest.responseText);
function onSuccess(data) {
reportId = data[0].ReportId.replace('{', ").replace('}', ");
CreateEmailAttachment(); // Create Email Attachment
//Gets the report contents
function getReportingSession() {
var pth = Xrm.Page.context.getServerUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
var retrieveEntityReq = new XMLHttpRequest();
var Id = Xrm.Page.data.entity.getId();
var quotationGUID = Id.replace('{', ""); //set this to selected quotation GUID
quotationGUID = quotationGUID.replace('}', "");
var reportName = "ABM_Infotech_SalesQuote"; //set this to the report you are trying to download
var reportID = "751089AA-74B8-E211-B52F-D8D3855B253B"; //set this to the guid of the report you are trying to download
var rptPathString = ""; //set this to the CRMF_Filtered parameter
var strParameterXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='quote'><all-attributes /><filter type='and'><condition
attribute='quoteid' operator='eq' uitype='quote' value='" + quotationGUID + "' /> </filter></entity></fetch>";
retrieveEntityReq.open("POST", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
rptPathString = "id=%7B" + reportID + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName="
+
reportName + "&isScheduledReport=false&p:ABMFilteredQuote=" + strParameterXML;
//remove the part starting from &p:salesorderid if your report has no parameters
retrieveEntityReq.send(rptPathString);
var x = retrieveEntityReq.responseText.indexOf("ReportSession=");
var ret = new Array();
ret[0] = retrieveEntityReq.responseText.substr(x + 14, retrieveEntityReq.responseText.indexOf("&", x) - x - 14); //the session id
x = retrieveEntityReq.responseText.indexOf("ControlID=");
ret[1] = retrieveEntityReq.responseText.substr(x + 10, retrieveEntityReq.responseText.indexOf("&", x) - x - 10); //the control id
return ret;
var bdy = new Array();
var bdyLen = 0;
function concat2Bdy(x) {
bdy[bdyLen] = x;
bdyLen++;
function encodePdf(params) {
bdy = new Array();
bdyLen = 0;
var retrieveEntityReq = new XMLHttpRequest();
var pth = Xrm.Page.context.getServerUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] +
"&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] +
"&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
retrieveEntityReq.open("GET", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.send();
BinaryToArray(retrieveEntityReq.responseBody);
return encode64(bdy);
var StringMaker = function () {
this.parts = [];
this.length = 0;
this.append = function (s) {
this.parts.push(s);
this.length += s.length;
this.prepend = function (s) {
this.parts.unshift(s);
this.length += s.length;
this.toString = function () {
return this.parts.join('');
var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";
function encode64(input) {
var output = new StringMaker();
var chr1, chr2, chr3;
var enc1, enc2, enc3, enc4;
var i = 0;
while (i < input.length) {
chr1 = input[i++];
chr2 = input[i++];
chr3 = input[i++];
enc1 = chr1 >> 2;
enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
enc4 = chr3 & 63;
if (isNaN(chr2)) {
enc3 = enc4 = 64;
} else if (isNaN(chr3)) {
enc4 = 64;
output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
return output.toString();
</script>
<script type="text/vbscript">
Function BinaryToArray(Binary)
Dim i
ReDim byteArray(LenB(Binary))
For i = 1 To LenB(Binary)
byteArray(i-1) = AscB(MidB(Binary, i, 1))
concat2Bdy(AscB(MidB(Binary, i, 1)))
Next
BinaryToArray = byteArray
End Function
</script>
</head>
<body>
<input type="button" onclick="CreateEmail();" value="Attach Report" />
</body>
</html> -
Error while uploading report in Microsoft Dynamics CRM Online
I have created a report using fetch-xml query for Microsoft Dynamics CRM Online. In this field, I have created a custom enity which has "Last Accessed Date Time" field of type "DateTime". This field stores the value in GTM. I am retrieving
the value of this field using fetch-xml query. Also, I want to calculate the difference between the current DateTime and the value (in the locale and not in GMT) of this field in "Hours Minutes Seconds" format. I
have written an expression for the same in reportas follows.
(IIF(((INT((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value), DateTimeKind.Utc).ToLocalTime(), DateTime.Now))/60))>60), INT(((((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value),
DateTimeKind.Utc).ToLocalTime(), DateTime.Now)))/60)) / 60), 0))
& "Hours"&
(IIF(((INT((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value), DateTimeKind.Utc).ToLocalTime(), DateTime.Now))/60))>60), INT((((DateDiff(DateInterval.Second,DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value),
DateTimeKind.Utc).ToLocalTime(), DateTime.Now)))/60) Mod 60), INT((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value), DateTimeKind.Utc).ToLocalTime(), DateTime.Now))/60)))
& "Minutes" &
((DateDiff(DateInterval.Second, DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value),
DateTimeKind.Utc).ToLocalTime(), DateTime.Now)) Mod 60)
& "Seconds"
This works fine in visual studio. But, when tried to upload the same report in CRM Online organization, it gives the following error.
Any idea how to solve this issue?I have found the following useful link-
- support.microsoft.com/.../en-us
The error occurred because I have used some functions("Int", "DateTime.SpecifyKind(DateTime.Parse(Fields!new_lastaccesseddatetime.Value), DateTimeKind.Utc).ToLocalTime()") in my ssrs report which are not supported by CRM Online., though
it works fine in visual studio. -
Communicate (CRUD) with CRM Online from SharePoint Online
Hi,
I'm working on an offer to a client where I'm considering if I'll recommend SharePoint Online.
Most of the requirements from the client are out of the box SharePoint and doesn't affect the decision to go for SharePoint Online. However, the client has one requirement, which is that they need to be able to update Entities/records in their CRM Online
solution from SharePoint. I'm not sure how those updates should be triggered, but my guess is it should be triggered when an item in a list/document library changes it's status (a status field). This would probably require custom development of some sort (Event
Receiver? Workflow?) which uses the CRM web services.
Is this even possible in SP Online?
I've done a lot of searching for this in Google, but haven't found anything interesting yet. I come across solutions for integration the other way though (FROM CRM to SharePoint), but I need integration with CRM FROM SharePoint.
Thanks!Hi,
According to your post, my understanding is that you want to communicate SharePoint Online and CRM Online.
We can use the Business Connectivity Services (BCS) to communicate SharePoint Online (SPO) to CRM Online.
The following blog for your reference:
http://blogs.msdn.com/b/girishr/archive/2013/05/13/connecting-sharepoint-online-and-crm-online-using-bcs-2013-edition.aspx
Best Regards
Dennis Guo
TechNet Community Support -
Groupware Transaction is rejected in CRM Online
Hello All,
Appointments and Tasks are replicating fine from CRM to Groupware.
But when I create an appointment in Groupware ( in our case Lotus ), I get an email from the CRMAdmin saying 'Transaction is rejected in CRM Online'
Does anyone know how to solve this issue.
Thanks.
PratimaHi Pratima,
You can try activating the power user mode in admin tool and create an activity and check for the error logs.
Error log may help you pointing towards the error.
Else check if this has groupware role still assigned or not?
You may also check the user id and password you have given in Lotus config tool is not locked.
Regards...Arup -
Appointment - Transaction is rejected in CRM online
Hello,
When creating an appointment in my CRM calendar i get an email from the admin account set for groupware connector with a link of the appointment. It does synchronise in my calendar successfully but i want to disable the email that i am getting. Sometime also i get an a message Transaction is rejected in CRM online .
I have been looking for a while to disable this function but can't seem to find any informations regarding this issue.
I noticed those messages appear in the Outbox of the groupware connector account in Exchange 2007. If anyone had a similar issue let me know how you resolved it. I want to be able to disable the message that are generated when i create an appointment in my CRM calendar.
SAP CRM 7.0
SAP Groupware Connector 2.1
Exchange 2007 (Outlook 2007)
Thank you,
Martinfor your issue "email from the admin account set for groupware connector with a link of the appointment. It does synchronize in my calendar successfully "
you have go to CRM Middleware and Related Components>CRM Middleware and Related Components>Groupware Integration>Maintain General Groupware Settings
set value ACT HOSTNAME XXX.XXXX.COM (check SMICM for your CRM link.)
you can also disable this function set value ACT NO_BSP_URL X
for issue "Sometime also i get an a message Transaction is rejected in CRM online "
This issue might got when you create Appointment in OUTLOOK , if you check middleware entry from GWCONNECTOR ID,
yo will see Appointment transaction type is missing for incoming entry .you can use BADI "CMW_GW_ACT_IN" to set transaction type onte basis catagory "'CRM_ACT 301(Date)'".
i hope your issue will resolved.
regard ,
vijay -
JavaScript files are not being updated while updating managed solution over Dynamics CRM Online
Hi Support,
While I am updating a managed solution over Dynamics CRM 2013 Online, JavaScript files are not being updated and is showing the source as of the last version of the managed solution.
I tried the same versions of solution on my CRM 2013 on-premise install (test organization) and it updated successfully.
This is a bit urgent issue. Please suggest how to resolve this.
Online version of the CRM is
Microsoft Dynamics® CRM Online Spring '14
(6.1.1.1855) (DB 6.1.1.1847)
blog: <a href="http://technologynotesforyou.wordpress.com">http://technologynotesforyou.wordpress.com</a> | skype: ali.net.pkOur technical team managed to find the immediate cause for the problem, and a solution.
According to them there was a corruption on a speciffic OLAP file. By deleting it, they allowed it to be recreated on the next application processing. The file in question was found in \Microsoft SQL Server\MSSQL.2\OLAP\Data\UGF.0.db\<APPLICATION>.38.cub.xml
Where <APPLICATION> is the name of the problematic cube.
After that everything is working. -
Hi,
I have created a User Access report for CRM on-premise using SQl query in the following format. One row corresponds to one user in organization. Currently, I am using Microsoft Dynamics CRM Online trial version and have two users in my organization.
I want to the same report for CRM Online environment. Only Fetch-Xml based custom reports are supported by CRM online environment hence this SQL query cannot be used.
I have already written fetch-xml query to retrieve user access records ("audit" entity records) in "last-x-months" (where x = 1,2,3,4,5,6) as below.
I am able to retrieve the records with "last-x-months" condition at a time, for example, the last-2-months in my fetch-xml query only.
For, example, when I retrieve the records in the last-2-months, it also includes the records in the last month. I want to count the records in the 2nd month only that is the difference between these two. The difference will be my 2nd column.
Similarly, I want the other columns.
For the case in the above example, I have created the two separate datasets to get the record-count for the last month and last-2-months. But, I am not able to use the two datasets in the same table in my report and hence not able to calculate the difference.
Is there any way to solve this problem?Hi,
I have modified my Fetch-XML query to retrieve all the required User Access records and removed aggregation and counting and grouping from the query as well. Did grouping and counting in SSRS. Now the report works fine as shown in the above picture. -
How to get count of all records of all entities in CRM Online
Hi,
I want to get count of all records entitywise in dynamics CRM 2013 online. I know we can count the records in CRM on-premise using a SQL query in report. Earlier I wrote a SSRS report to count the records in a CRM entity wise as displayed in
the screenshot below..
Can someone suggest me a good approach to implement the same in CRM Online.
Thanks
Pratibha SinghHello,
In a CRM Online environment, you need to create reports based on Fetch XML. Take a look at this link to create a Fetch XML query with aggregates: https://msdn.microsoft.com/en-us/library/gg309565.aspx?f=255&MSPPError=-2147217396#count .
Here is an example to create a report in an online environment: http://edwardsdna.com/2012/12/03/crmonline-report/
Hope it helps,
Kind regards -
Custom code in SSRS gives error when uploaded to report in CRM online
Hi All;
Below is my custom code
Function SumLookup(ByVal items As Object()) As Decimal
If items Is Nothing Then
Return Nothing
End If
Dim suma As Decimal = New Decimal()
Dim ct as Integer = New Integer()
suma = 0
ct = 0
For Each item As Object In items
suma += Convert.ToDecimal(item)
ct += 1
Next
If (ct = 0) Then return 0 else return suma
End Function
and this code is used in
=Code.SumLookup(LookupSet(Fields!new_mainprogrammeid.Value & "," &
Fields!new_subprogrammeid.Value & "," &
Fields!new_outputs.Value & "," &
Fields!new_claimmonthid.Value,
Fields!new_mainprogrammeid.Value & "," &
Fields!new_subprogrammeid.Value & "," &
Fields!new_outputs.Value & "," &
Fields!new_claimmonthid.Value,
Fields!new_fte.Value, "JobOutcome"))
when this code is uploaded in CRM online report it gives an error
below is the error from the log file
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: An error occurred while trying to add the report to Microsoft Dynamics CRM. Try adding the report again. If this problem persists, contact your system administrator.Detail:
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
<ErrorCode>-2147188072</ErrorCode>
<ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
<Message>An error occurred while trying to add the report to Microsoft Dynamics CRM. Try adding the report again. If this problem persists, contact your system administrator.</Message>
<Timestamp>2014-10-07T14:21:25.5823821Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText i:nil="true" />
</OrganizationServiceFault>
but when i remove the custom code and upload the lookup as below i dont get any error
=(LookupSet(Fields!new_mainprogrammeid.Value & "," &
Fields!new_subprogrammeid.Value & "," &
Fields!new_outputs.Value & "," &
Fields!new_claimmonthid.Value,
Fields!new_mainprogrammeid.Value & "," &
Fields!new_subprogrammeid.Value & "," &
Fields!new_outputs.Value & "," &
Fields!new_claimmonthid.Value,
Fields!new_fte.Value, "JobOutcome"))
I need to calculate the sum of fte hence needed the custom code
Any help on this much appreciated
Thanks
Pradnya07Hi Simran08,
According to your description, you fail to add your report to CRM due to the custom code. Right?
In this scenario, based on my knowledge, I find two issues in your custom code.
You pass the array Items as argument to the function. This array is from the LookupSet() function. However, it returns an concatenated string with commas. When you convert it into decimal, it will throw error.
In your For Each loop part, we should follow the format below:
For Each element In group
[statements]
[Exit For]
[statements]
Next [element]
It seems you miss Item after Next.
If you still have any question, please feel free to ask.
Best Regards,
Simon Hou -
Create Record in Dynamic CRM Online
Hi,
How can I create Dynamic CRM online Record from sharepoint using Nintex workflow.
ThanksTake a look at this thread: https://community.dynamics.com/crm/f/117/t/104204.aspx
The short of it is you need to do it through the Office 365 tools, not the CRM tools. Since Office 365 has its own API, it's possible to create the user that way. The bottom comment has a PowerShell example you could build from.
The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions. -
Migrating from CRM 2011 on-premises to CRM Online (Attachments)
I need to move our CRM 2011 on-premises to CRM Online. I got my customizations into CRM Online. My next task is to get the data there. Some are easy but I am not sure how to handle
1) Interconnected records. For instance a case is connected to an account, emails, products, etc. I figured I just will
a) export and then import leads first as accounts are connected to leads
b) export and then import emails and products
c) export and then import cases
However, how to I assure that all these records are still having the same connections (case 100 connected to email 501 and 502, etc)
2) Some records have files associated with them. The biggest one is emails that have attachments. How can I get these emails into CRM Online including attachments?Thanks. Scribe is way too expensive. SSIS might be an option I need to explore more. Any opinion about Microsoft Dynamics CRM Instance Adapter? I am reading some articles about it and consider giving it a try. However, I can't even find the download despite
a lot of searches.
https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2013/03/12/microsoft-dynamics-crm-2011-instance-adapter-part-1-downloads.aspx -
How to buid integration with Dynamics CRM Online
I have SQL Server 2014 OnPremise. How to use SSIS to fetch data automatically to Data Warehouse from Dynamics CRM Online?
Kenny_IThe easiest would be probably to use a commercial component, CozyRoc must do: http://www.cozyroc.com/ssis/dynamics-crm-connection
Otherwise I can direct you to a blog post http://blogs.msdn.com/b/crm/archive/2008/05/07/integrating-crm-using-sql-integration-services-ssis.aspx which is quite updated.
I remember somebody else who wanted to connect to MS Dynamics and he used http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm solely.
Arthur My Blog -
Our employees are having issue using CRM Online.
First off they all are using Dell e7740 Latitude laptop running Win 8.1 64 bit with Office 2010 Ent.and IE 11.0.9600
When they log onto the online website the get errors when clicking on links from the menu tab. Some users get further than others before it errors out.
The other error message is just a generic contact your CRM Admin or Microsoft.
What version of browser works best with CRM Online?
Why is it different users running the same Software and hardware have different errors or works?To resolve the back cache and https protocol error do the following:
1). Open IE to clean the cache:
IE -> tools -> Internet Options -> In browsing History -> click “delete” -> select all checkboxes -> click delete
Close IE
2). Please press Windows Key + R copy and paste the following paths then press Enter to access these 2 folders. Delete all the files from:
• %systemDrive%\Windows\Prefetch
• %temp%
If you have the following directory delete all content here too:
• %systemDrive%\Users\%username%\AppData\Local\Microsoft\Windows\Temporary Internet Files
4) Add to Internet Options >Security > Trusted Sites
https://*.dynamics.com and https://*.microsoft.com
The only thing we did different today was delete the prefetch files.
Thanks for every ones feedback on this. -
Accesing CRM Online from SharePoint 2013 Online
I am contemplating adding some Dynamics CRM data to display, and possibly enter/update in our instance of SharePoint 2013 online in Office 365. So basically the user would be in SharePoint looking at CRM data and could interact with it.
Any resources / blogs / books out there that might cover this topic? I'm a newbie to SP development, but have done extensive development (C# Plugins, JS, etc.) in CRM.
Thanks!Hi Chris,
Following url provides the steps for integration
http://community.dynamics.com/crm/b/salimadamondynamicscrm/archive/2013/07/23/crm-online-amp-sharepoint-online-integration.aspx
http://community.dynamics.com/crm/b/crminogic/archive/2013/04/19/how-to-integrate-sharepoint-online-with-crm-online-part-2-gt-integration-of-crm-and-sharepoint-online.aspx
Regards Roy Joyson
Please remember to mark your question as "answered"/"Vote helpful" if this solves/helps your problem.
Roy Joyson
isn't this the other way round? If i understand what Chris is asking for correctly, he's looking for the same as me, how to display some CRM data from within SharePoint, as opposed to displaying SharePoint data from within CRM.
Maybe you are looking for
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