I am trying to make a field optional in the Dynamics CRM
The name of the entity is Case and the internal name of the field is customerid
When I try to change it from mandatory to optional, I get the below error message
You can not complete this action for this component because of the
configuration of its managed properties.
this is happening in Dynamics CRM online
I'm pretty sure you won't be able to.
It's one of the few fields where mandatory behaviour is enforced at the platform level, whilst most mandatory fields are enforced only on the user interface.
If I remember correctly, tring to create a case without a customer via the API will result in an exception.
Looking at the managed properties for the customerid field on my recently provisioned CRM Online, shows that I'm unable to change the requirement level - I don't even get the option for setting it as optional.
I wanted to remove the field from the form, but I was not able to do it from the UI
So I used XRMToolBox.
There is a plugin called as FormXML Manager, enable it in the XRMToolBox and load the entities. Once this is done you can remove the required field and publish the form
Related
My Requirement
I have renamed my CASE entity display name to ENQUIRY so wanted to Change all CASE entity messages(e.g. Wherever "CASE" is used in message, will be changed to "ENQUIRY").
I tried getting the ResourceKey name from all the REGX file from the CRM, since was not sure which REGX file will be having the required ResourceKey, still was not getting any result.
When I added the entity messages for "CASE" entity and exported the solution the customization.xml had the following ResourceKeys and many more
So wanted to know how can we perform an bulk Update on Entity Messages without manually going and changing each message for an entity in Microsoft Dynamics.
I guess you are not trying to change schema name references or this ResourceKey, and you are trying these generic Entity messages. You can export translations to bulk edit in Excel and reimport. Read more
They are stored in displaystrings entity. If you want to try programmatically - still web api has possibility with below endpoint. Read more
[organization URI]/api/data/v9.0/displaystrings
The plural name (display name) should be used in a parameterized way from the CRM product perspective, though I remember the system views (Active cases, etc) were needed to be taken care after such display name changes. The customizations.xml will have them to update in one shot.
I have a simple plugin for a custom entity that is set to trigger on Update of my custom entity. It is registered in the Post Operation stage. I have noticed some strange behaviour when I make changes to the Owner field of the record in addition to other standard fields (e.g. text boxes, dates etc).
The plugin fires the first time and the only attributes that come across in the image are all the regular fields. The owner field does not come across.
The plugin then fires again, but the Depth property of the context is still only one (i.e. the plugin is not getting triggered by changes made in the plugin code). In this run of the plugin, the attribute that come across is only the Owner field.
My theory is that because the owner fields are 'special', the CRM is doing two different requests - one to change the regular fields, and then another request for changing the owner via an AssignRequest. However, I cannot find any 'official' documentation for this behaviour.
Can someone explain why this is happening?
I am running Dynamcs CRM 2013 UR2
The Update event fires during the Assign event. So if an assignment takes place your plug-in will execute. The same is true for SetState - if you activate/deactivate a record an Update event takes place. These items are not documented in the SDK.
A good practice is to use Attribute Filtering on your Update plugin so it only fires for the fields it is concerned about - this will, assuming it is isn't looking at the owner related fields, avoid it firing twice. If you have logic specific to record ownership you would put it in a plugin that is registered on the Assign event.
I was not able to find official documentation about this, but I think Assign message is what you are looking for (if the entity is user-owned. See http://msdn.microsoft.com/en-us/library/gg328576.aspx. I would strongly recommend that you specify Filtering Attributes if you are registering a plugin on Update message. You could also debug your plugin and inspect MessageName property of plugin context and see what message gets triggered. I hope this helps.
I'm evaulating Dynamics CRM 2011 currently so I'm still learning how things work.
If a field marked as read-only on a form, is it possible to update it via a process step "update record"? I was trying to have some sort view-only fields that get dynamically updated via a process but in the interface those fields are not accessible to be set?
What if I wrote my own plug-in - would these fields still not be updateable via the assembly?
In order to update a readonly field with a workflow, you have to set it writable until you have the workflow configured. The field will then be accessible and you can add your update action. After that you can set the field to readonly again.
Plugins are not affected by this setting because it is only used for the forms.
I would like to have a workflow create a task, then email the assigned user that they have a new task and include a link to the newly created task in the body of the email. I have client side code that will correctly create the edit URL, using the entities GUID and stores it in a custom attribute. However, when the task is created from within a workflow, the client script isn't run.
So, I think a plug-in should work, but I can't figure out how to determine the URL of the CRM installation. I'm authoring this in a test environment and definitely don't want to have to change things when I move to production. I'm sure I could use a config file, but seems like the plug-in should be able to figure this out at runtime.
Anyone have any ideas how to access the URL of the crm service from within a plug-in? Any other ideas?
There is no simple way to do this. However, there is one.
The MSCRM_Config is the deployment database that handle physical deployment properties, like the URL from which users are accessing the CRM deployment. The url that you might want is the one stored in "ADWebApplicationRootDomain", in the MSCRM_CONFIG.dbo.DeploymentProperties table. You may need some permission to access this database.
Note that this doesn't work in a deployment that is an Internet Facing Deployment.
Another way could be to query the discovery service to retrieve the same information (in the case that you are on the Online edition of MSCRM4).
What do you mean by "change things"?
If you create a custom workflow assembly, you can give it a server url input. Once you register it with CRM, you can simply type in the server url when you configure the workflow. You'll have to update the url for any workflows that use the custom workflow assembly once you move to production, but you'll only have to do that once.
My apologies if this is what you meant you wanted to avoid.
Edit: Sounds like you may be able to use the CustomConfiguration attribute when you register the plugin. Here's some more info.
http://blogs.msdn.com/crm/archive/2008/10/24/storing-configuration-data-for-microsoft-dynamics-crm-plug-ins.aspx
String Url = ((string)(Registry.LocalMachine.OpenSubKey(
"Software\\Microsoft\\MSCRM").GetValue("ServerUrl"))
).Replace("MSCRMServices", "");
I'm having this issue on several server environments.
We have a list at the site collection root. There is a site column created as a multi-value lookup on that list's Title field. This site column is used in document libraries in subsites as a required field. When we upload anything but an Office 2007 document, the user is presented with the document metadata fill-in screen (EditForm.aspx?Mode=Upload), the user fills in the appropriate data (including picking a value(s) for this lookup), and clicks "check in" - the document is checked in as expected, with the lookup field's value filled in.
With an Office 2007 document, this fails. The user selected values for the lookup field do not ever make it to the server - no errors are thrown, but the field is not saved with the document. We have an event listener on these document libraries, and if we inspect the incoming SPListItem on the event listener method before a single line of our code has run, we see that the value for the lookup field is null.
It smells like a SharePoint bug to me - but before I go calling Microsoft, has anyone seen this & worked around it?
Edit: the only entry I see in the SP trace logs relating to the problem:
CMS/Publishing/8ztg/Medium/Got List Item Version, but item was null
Wound up having to open a ticket with Microsoft for this one, and found a bug in the MSDN documentation to boot.
In order to get a multiselect lookup, we had been setting the "Mult" attribute in our lookup field CAML to "true" in the XML we passed to SPFieldCollection.AddFieldAsXml. However, even though the API will throw no errors & appear to work in the UI, this clashes with how Office 2007 & 2010 documents & their SharePoint integration works.
The official, supported way to add a multiselect lookup field is to use the LookupMulti field type in the Field CAML. Doing this, and setting the "Mult" attribute to "true" gives the result I was looking for.
The MSDN documentation for "Mult" has still not been updated for the SP 2007 documentation, and can safely be ignored as it is completely wrong.