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.
Related
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.
I am trying to create a survey template in Outlook for the first time. So I created a very basic template which has one question and three radio buttons to choose from. When I use Tools\Forms\Design a Form it looks fine however, when I try and test it by going to File\New\Choose Form and emailing myself a copy I receive my standard message page (nothing like the form I just created!). Can anyone explain what I am doing incorrectly? Thanks!
Quote:
Common email clients share a propensity to distrust forms in email
messages. But they differed greatly in how they handled the intruding
forms.
Because of this I suggest to not use forms in emails as you might not get the expected result.
I'm trying to set the default lookup entity in the form triggered by a multi-entity "Set Regarding" lookup field.
The javascript tweak set from the entity form is not enough for me, as most of the users work with the outlook integration of CRM. There is a "Set Regarding" option on any outlook email right click, which opens the CRM Lookup form.
(See Outlook integration)
I've done most of my customizations with javascript tweaks so far, but I can't find any "Lookup" form that I could directly work with. Is there any other way to customize these forms ?
Unfortunately, that's part of the Outlook Integration and isn't able to be customized via the Personal Options (or any other known way). Additionally, there isn't any JavaScript to get at to customize from your inbox.
I hate to say it, but the only way I know of would be to write your own Outlook add-on to do this.
This is unsupported my Microsoft but..
Take a look at C:\Program Files\Microsoft Dynamics CRM\CRMWeb_controls\lookup\lookupinfo.aspx
In the Windows_OnLoad event put the following JS lines in.
document.getElementById("selObjects").value = "2"; // set default to 'Contact'
document.getElementById("selObjects").onchange();
You can find the value that you need in the dbo.EntityView.
We have a custom entity. When you create a new instance of this entity, it is defined such that the field that receives the initial focus is a lookup field of type customer.
When using outlook client, create a new email, set regarding, custom entity, new
and while the new form is loading, if you start typing, various bad things happen including in some instances outlook crashing.
Looking into this, I noticed that if I use the web client and again, custom entity, new and start typing before the new form loads, while I can't crash IE, it doesn't work as expected. Sometimes it will lose some of typing and other times IE will get confused, spin it's wheels for a bit and eventually come back with some generic error message.
The problem seems to be when typing into a lookup field before the form has finished loading. The incident entity also loads with a lookup field having the focus with the same result. I've updated outlook and IE with latest patches etc.
While one obvious answer is to wait for the form to load, I have been tasked with seeing if there is any other way around this. Has anyone run into this or have any ideas? The only thing I can think of is to add a text field to the entity such that it gets the initial focus and onchange, pretend it is a customer lookup and populate the real field accordingly. This seems like an awful hack hence this email asking for ideas!
MS confirmed that this was a bug and it has been fixed in a subsequent CRM Outlook addin rollup. Can't remember which one...