I'm syncing Account and Contact information between Dynamics CRM 365 and QuickBooks Desktop.
What I'm trying to do in CRM is have a checkbox called something like "Address updated since last QB Sync". It is locked so the user can't touch it and should automatically be checked when a user updates specific fields: company name, address, phone, email.
Trying to do this with a business rule, but apparently does not seem possible. Would be the best way to handle this (web resource, business process, etc)?
Pre-update plugin will be your best bet. Write a C# plugin to set the checkbox (bool) attribute in target entity if any of those four attributes are changed.
Register the target entity as Contact, even you can filter those four attributes in filtered attributes of Plugin step.
This avoids an explicit record update, also the plugin will fire only when any of those four fields were updated, and the flag will be set within the same DB transaction as an additional attribute.
You could also create a Workflow process that triggers when some of the attributes is updated, this is more inline with the use customization strategy that MSFT recommend, the downside is that you will have to create one Workflow for each of the entities
Hope It Hepls - M.Acosta.D
What I ended up doing was creating a web resource and assigning it to the OnChange event of the fields I wanted to monitor for changes:
function fieldChanged() {
Xrm.Page.getAttribute("new_updatessincelastqbsync").setValue(true);
}
address1_composite was a bit tricky since it wasn't detecting the OnChange event. Had to add the field that comprise of the composite as hidden fields and add the web resource to the OnChange event for those. Now it is working 100%.
Related
If you want to remove some attributes from the entity, a check is made to see if they are used in global views. For personal views, a similar check is not performed, and if the user wants to use a personal view that contains a non-existent attribute, he will only see a not very explanatory error message.
Is there any way to check the use of non-existent attributes in a personal view?
AFAIK, there is no way to do dependency check from an attribute to personal views. I don't see a XrmToolBox plugin to achieve the same.
Probably you can do some sdk calls to pull all the personal views and check the content in query FetchXml and layout xml for your attributes, and go from there.
I need to specify the activities entities on dynamics crm (2015). Specifically, what i need is to limit the option set on Case activity. In this form, i want to let the user add just "Service Activity".
I searched ways to change the data for Case entity (which i understand as the best solution), customize the form (i did not find any form that could be related) and even mark the others entities as non-activity entity (however, the dynamics crm doesn't let me, due to the fact that this check box is disabled on entity customization).
Is there an way to solve this issue ? (The specific view is in the image attached 1).
Thanks
This is not possible. You can however customize the ribbon of the associated view. Hide the Add New Activity button and create a custom button, e.g. titled Add New Service Activity.
Is there any way to change activity list in Quick Campaign wizard in CRM 2011? I want to add one more activity here.
Great question but unfortunately this is not possible with custom activities. You are constrained by the default options that you can see in your screenshot.
Possible workarounds:
Do what we used to in CRM 4.0 and repurpose one of the native activities (e.g. rename "Fax" entity) and use that
Add a hidden custom attribute to native activity and then use a plugin to "convert" each record with the attribute set into an instance of your own custom activity. This still won't surface your custom activity within your quick campaign but it will at least assist the "bulk creation" side of things.
I have 2 entities (for this example) in CRM 2011 - Account and Case. The Account holds all of our clients, the case holds individual work actions for an account. When a case is created one of the input fields is the Account.
What I would like to do is upon the user selecting the Account, execute some javascript to look up the account entity to display some additional information.
So far I have got the javascript working that triggers the onchange event of the Account field, and it correctly gets the selected Account, but I don't know what the next step is.
I'm new to CRM so don't really know if what I'm asking is actually sensible, if there is a better way then please let me know.
Thanks!
For the record, the way you were thinking about doing things would be completely supported, and TechHike's method is supported in CRM 4, not CRM 2011. Steps you would take:
Use CRM 2011's web resources to upload a script file that does what you want.
Use the form editor to make your javascript method from step one fire when the Account field changes on the form
Make a request to CRM's REST endpoint (http://msdn.microsoft.com/en-us/library/gg334767.aspx) to retrieve the details of the account selected
Use the results to populate fields on the form, show a popup with details, etc.
There are plenty of examples of caling the REST endpoint from JavaScript in the SDK (http://msdn.microsoft.com/en-us/library/gg309408.aspx). Good luck!
Matt's post above contains everything you need to know, but you might also find the blog post below useful. It basically describes the same scenario where you have a 1:n relationship (such as Case and Account) and details how you can pull information from a specified lookup (e.g. account), using the REST endpoint (as Matt has already mentioned) and display it on the form.
http://community.dynamics.com/product/crm/crmtechnical/b/crminthefield/archive/2011/02/07/showing-related-information-in-a-crm-2011-form.aspx
The blog post includes a link to download a CRM2011 solution already built to give you something to look at how they've achieved this (useful if you're new to CRM2011).
There are two ways to do this, and you may be best to do them both in parallel:
on the Account > Case relationship edit the Mappings. When a user goes to an Account and uses the left navigation to look at Cases (or a grid of Cases on the form) then hits "Add New Case" they are creating a Case from inside the "context" of the Account. You can copy any fields you want to from the Account to the Case record at this point - the Mappings define what field from the Account are copied to which target field on the Case. This will always be the most robust, easiest way to do it but relies on the user starting in the right place.
on the Case for you could also add an onChange script to the Parent Customer lookup to fetch the data from the parent record. I think Stephen's link is probably the best way to do this as it does not copy the fields but allows the user to see them anyway, which is better database design (from a purist standpoint) and means the user always sees current info about the Account rather than possibly out of date stuff. Alternatively if you actually need to copy some fields (maybe the customer's normal SLA say) so that you can use these in other such as scripts or workflows on the Case then have a look at this article: Disabling the selection of contacts for opportunities all the way
Although this is about a slightly different topic, the script there fetches the Account details of the parent Contact - you want to fetch values from a parent (llokup) field so the approach is the same, just different in the detail
There are various ways to do this but I would recommend doing it the supported way, without javascript. This may not be as pretty but it is likely much easier. The scenario would be to add a left navigation link to the case entity that when clicked will update the content area to show the details of the account.
To add a link to the left navigation you will need to configure the isv.config file to have an extra link for the case entity.
Here's an example:
http://support.sfusion.com/kb/hosted-microsoft-crm-4/how-do-i-modify-the-isv-config-file-in-microsoft-crm-4/
You can also lookup isv.config customizations in the SDK, found here:
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en
Next you will need to create a custom aspx page in the ISV folder of the web server. This page will display all the information about the account that you want to show the user when the left navigation link is clicked. The ISV.config as an xml property that allows you to pass all the context params to your page on the querystring. Make sure when you create the link to turn on this attribute.
Now the only tricky part is that in the page you will need to use the CRM web service to display all the account details that you interested in showing the user. I won't do into details on this. You can find great tutorials on the web or in the SDK if you haven't done this before.
I’m using Microsoft Dynamics 4.0. I would like to know how to add attributes to the filter option in Accounts > History. Instead of sorting by how long ago, I would like to sort by what type of task it was, Such as email, phone call, fax, service ..etc.. Is this possible? If so how would I go about implementing this change?
You can edit the Closed Activity Associated View. It is a part of the Activity entity. The ID should be fixed and accessible from:
From http://server:port/orgName/tools/vieweditor/viewManager.aspx?id=%7b21E2B905-6FDB-470D-8517-AD69B4C01268%7d&entityId={C821CD41-F315-43D1-8FA6-82787B6F06E7}>
Though, you'll need to publish the activity entity after making changes. Note that this changes History for EVERY ENTITY related to activities.
You can edit the 'Closed Activity Associated View' from the customization screen for Activity, then sort by Activity Type - also add fields, etc.