Currently I'm working with Microsoft Dyamics CRM 365 and I have created 3 custom views using the SDK for MS Dynamics CRM.
I had to create them this way due to the complexity of the filters and because they cannot be made using Advanced Find. All of them are saved as Public Views and were created succesfully as well as working as expected.
However, when I create a new Dashboard and I try to add them, they do not appear in the list of views, not sure why this is happening but I haven't find a way to fix this issue.
I'm open to try new ideas and workarounds.
You have to set your "Custom View" as Default Public View & Publish the entity. This will make your view to appear under views list in Dashboard design page.
You are not alone. Some discussions already happened. Someone has mentioned this same workaround.
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I'm very new to Microsoft CRM, so please fix me if i'm wrong.
I have a business app that has the old web interface.
I don't want to setup a new solution for a client and provide a new api.
A want to reuse what is already there and adjust what data I will get when I request some project query.
My problem is that I cannot find where the schema is defined.
Can someone point me where to look for it?
Right now the api is working and I can retrieve data without problems, but there are some missing fields that are present CRM and not accessible via api. And my goal is to provide those fields
Thanks
go to make.powerapps.com
on right hand side select your env (dev/Test/Prod)
after that select solution on left hand side
then scroll down complete list you will find default solution
once you visit default solution, It hold almost entire system schema and so on. For example tables, it's fields and so on.
there are many other ways, but this should be a good starting point.
Note: It is not recommended to make changes directly under default solution, In fact it is bad way of making changes.
We are using Dynamics CRM 2016 on-premise.
We want to send an e-mail from a workflow.
We got a lot of experience creating workflows, so this is probably not a newbie question.
We have a weird behaviour when we try to send an e-mail.
We tried the "Send E-Mail task" and also "Create entity record" of type "E-Mail". Both show the same behaviour.
I am attaching two screenshots. In that example we are attaching the workflow to a custom entity "Anlagenteil" but the error is the same for all entities we tried. When we try to configure the e-mail, it is not possible to set any values. So, on the second screenshot, the list below "Anlagenteil" is always empty.
This is also true when we try to set the value of the subject/topic which is just text.
(We know that we can't add text to the To/CC fields)
The same workflows works just fine when we try "phonecall" or some other activity entity.
The misbehaviour is the same for all users and on different computers.
There seems to be something broken with the e-mail entity in our environment and we have no idea where we could start looking for a fix. Any ideas?
Update: We found out that this is a rendering issue. It doesn't work in Firefox or Edge but it does work in Internet Explorer.
Have you tried creating a new Form for the Email entity and using that one in the Workflow Designer? We've experienced problems like this in the past due to Form Customizations and it was solved by using another form.
Keep in mind that the Workflow Designer uses the Sticky Forms, so in order to change the form used in the Workflow Designer, just switch forms in the UI.
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.
I have trouble retrieving a value from a Quick View (as per quick view i mean show the related entity details in a parent entity, eg. primary contact email address on the account).
The usual way to retrieve those is by the sdk syntax:
Xrm.Page.getControl("contactQuickForm_contactQuickForm_contact_mobilephone");
I tried this approach but now the result is an empty control. Anyone had a chance to see this defect in the new rollup? I troubleshoot a little around it, including removing all the controls from the page and scroll through the list to confirm that the control wasn't actually there and i wasn't making any syntax errors.
I have a plugin that fires on PreOperation of RetrieveMultiple and adds a query condition that the view name does not begin with HIDDEN_ . In the web client this works perfectly. In my on prem Outlook client (for my sandbox) it also works perfectly. However when I am using Outlook 2010 with an online environment it still displays the hidden view in the drop down (but not if you open an advanced find).
On top of this issue I also am unable to prefix my dashboard views with HIDDEN_. If i do then the dashboards display no information. I haven't been able to get it to work properly with the dashboard views, but I need to hide them as I have two entities that have a dozen views each that are only used for the dashboards.
In short these are the two questions:
1. How do I hide views for an online 2011 environment in the outlook client?
2. How do I hide the dashboard views and still use them for the purpose of creating dashboards?
Thanks,
Nick
Try registering your plugin on the PreValidation step.
Of course, all clients should show exact similar behaviour, so to me it seems you have found a bug.