Deployment Manager – To create a new organization, the wizard must remove the current organization in Dynamics 365 message.

organization

Source: Deployment Manager – To create a new organization, the wizard must remove the current organization in Dynamics 365 message.

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Enhanced Business Rules in Dynamics 365 (Dynamics CRM)

Microsoft Dynamics CRM/365 by Vishal Grade

Enhanced Business Rules in Dynamics  365 (Dynamics CRM)

There have been many changes in Dynamics CRM with release of Dynamics 365.

Business rule is one among those having major changes in after first introduced in Dynamics CRM 2013.

Business rules got new GUI (graphical user interface) to make it easier to understand and create a new Business Rule:BS0.png

A new action added in this update is “recommendation” i.e. we can add recommendation to any field so that system suggest you to fill/select something specific.

We have created a test Business rule on case entity:

Task: If origin of case is “phone call” make “contact” field business required otherwise make it non-business required:

Step 1: Set condition in properties window in left right side.

In our case it’s if on entity case, field “origin” have value “phone call” :

bst0Step 2:  Drag and drop desired component to right mark to perform that action if condition evaluates…

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New Dynamics CRM Email Signatures

@ramontebar

Microsoft Dynamics CRM 2016 Update 1 brings Email Signatures as an out of the box functionality. They can be used on Users or Queues (based on Teams).

Create a new email and you will see a new icon on the email designer to insert signatures:

@ramontebar - CRM Email Signatures - New Email Signature button

To create more signatures, go to Personal Settings or, as an admin, Administration => Templates section.

Personal Settings:

@ramontebar - CRM Email Signatures - Personal OptionsAdministration => Templates:

@ramontebar - CRM Email Signatures - Email Signatures administration

Notice Email Signatures is a new entity and it is part of the security roles. So, for instance, if the Customer Service Team requires to use Email Signatures, they should have access to the Email Signature Entity. See below an example security role:

@ramontebar - CRM Email Signatures - Security RoleNote: My current on-line build version is : 8.1.0.362 – DB 8.1.0.359

You can find more information in the following Microsoft CRM article:

https://www.microsoft.com/en-us/Dynamics/crm-customer-center/create-a-signature-for-your-crm-email-or-for-a-queue.aspx

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CRM 2011 – How to get the current user from within a dialog

Edgewater Blog

CRM 2011 Dialogs do not provide any easy way to access the currently logged in user’s information.

By creating a new instance of an entity (I create a special entity), the owner field will contain the currently logged in user.

The steps I follow:

  1. Log into CRM and create a new entity, call it new_CurrentDialogUser. You do not have to add any new fields.
  2. Open your existing dialog for editing.
  3. From the Dialog editor, the first thing to do is create an instance of new_CurrentDialogUser.
    • Create a new stage, positioned at the very beginning of the dialog.dialogue graphic 1
    • Click ‘Add Step’ and select ‘Create Record’.
    • Choose the type to be new_CurrentDialogUser.
    • Click on properties. Notice the owner field is presented. Do not populate this field. Instead, when the ‘Create Record’ step executes, it will default the owner to the currently logged in user.dialogue graphic 2
  4. Once the ‘Create Record’ steps executes in your dialog, you have…

View original post 139 more words

Exchanging data between CRM Forms and IFRAMEs

Salim Adamon - Dynamics CRM Blog

One of the most common requirements when we add content in IFRAMEs or Web Resourses in CRM is to have the ability to communicate with the calling or source CRM form to perform all sorts of operation. This article explains how this can be achieved using the postMessage JavaScript messaging mechanism.

What does postMessage do?

It’s a JavaScript method which was initially created to facilitate cross-origin communication between web pages. There are often valid scenario in which we need to display a page from another website in a new window or in an IFRAME. That’s the easy part. The more complicated part is when there is a requirement to perform some operations on the source page based on a action that occurs on the external page in the new window or IFRAME.

In the example below, consider we have a contact form that displays an external page in an IFRAME…

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{Error Resolution} Timeout Exception: The request channel timed out while waiting for a reply after 00:01:59.7350618 in Dynamics CRM online

MSDYNAMICSBLOG BY DEEPESH

Last week one of my Microsoft friends reported an error on ERD generator connecting to CRM online. It always worked well until some days ago. Now often occurs an errors about a timeout:

TimeoutException: The request channel timed out while waiting for a reply after 00:01:59.7350618. Increase the timeout value passed to the call to Request or increase the SendTimeout value on the Binding. The time allotted to this operation may have been a portion of a longer timeout.

clip_image002

I was trying to figure out why it is happening. A little digging told me the reason, CRM online has a limit of 2 minutes for execution timeout.

Increase the timeout value by setting

ServiceProxy.Timeout property(Timespan)

Further reading: https://blogs.msdn.microsoft.com/crminthefield/2011/06/13/microsoft-dynamics-crm-timeout-settings/

Hope it helps and Happy CRMing!

Have anything similar to share? Please leave in the comments.

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Display Only Date value from Date field in Dynamic CRM Global Email Template

Amiz crm

One of my requirement is to display the date value form date field for my email template. But in CRM 2015, the date value shows with time, eventhough the selected date field as date only format. As Is CRM functionality I tried the below steps.

Create new email template and added my date field in that template using Insert/Update button.

Template date 1

Once I ran that template, I got the following output.

Template date 2

But I need the output as date only (like 1/25/2016).

I open the email template and enter the following text ‘{!lead:estimatedclosedate/@date;}’ and save the template.

Template date 3

Now I ran the template the Output was came with my exception.

Template date 4

I hope this will helps you 🙂

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Fix: Microsoft.Crm.CrmException: Cannot create the given type without the required parameters.

rule30

If you use CRM workflows to create and send notification emails you may come across this error, usually after just having changed the workflow definition in some way:

Microsoft.Crm.CrmException: Cannot create the given type without the required parameters

The full ungodly error message will be something like:

Plugin Trace:
[Microsoft.Crm.Workflow: Microsoft.Crm.Workflow.Activities.EvaluateExpression][EvaluateExpression]
Error Message:
Unhandled Exception: Microsoft.Crm.CrmException: Cannot create the given type without the required parameters.
at Microsoft.Crm.Workflow.Services.ExpressionServiceBase.CreateCrmType(WorkflowPropertyType type, Object[] values)
at Microsoft.Crm.Workflow.Services.ExpressionServiceBase.EvaluateExpression(ExpressionOperator expressionOperator, Object[] parameters, Type targetType)
at Microsoft.Crm.Workflow.Activities.EvaluateExpression.Execute(CodeActivityContext context)
at System.Activities.CodeActivity.InternalExecute(ActivityInstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager)
at System.Activities.Runtime.ActivityExecutor.ExecuteActivityWorkItem.ExecuteBody(ActivityExecutor executor, BookmarkManager bookmarkManager, Location resultLocation)

When does it happen?

This message has been driving me crazy. Complex workflows that were working perfectly well one minute break after making insignificant changes. At work we have so many workflows sending notifications that even the thought of changing some of them can bring me out in a cold sweat. This is because the only…

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