I am working on workflow to approve journal batch .
I have an error message :
You must define a table relation between all records used in events Microsoft dynamics NAV 2016 .
I already define all the step window (event-condition-response) smtp window , notification window ,job queue.
I just enabled the workflow and the message error occur.
Could you give me advice.
Related
I am trying to send an actionable messages in outlook. The message card is rendered in the mail. But the service call(call to an API on click of Submit button from the actionable message) is failing only for few users in the organization.
There is a known issue in Outlook desktop that breaks actionable messages for some users. The fix will be shipped with July 2019 update.
Do the users see the same issue in Outlook Web? If so, please contact onboardoam at microsoft.com and provide the affected user email addresses.
I have the functionality to send an email when the case is created in Dynamics 365 and the regarding is set as the Case which is created.
But in Dynamics 365 App for Outlook, I don't see the regarding field tracked as in the below image:
Set Regarding In Dynamics 365 App For Outlook
Please share your suggestions on this issue.
Usually Tracking is just a clone/copy operation of Outlook object like Email/Appointment to avoid duplicate data entry in Dynamics side. So users will Track or Set Regarding in Outlook to ship that Email/Meeting into Dynamics as an Activity record. In the background, SSS will map the ExchangeId, CRMId for further handshakes. Moreover this is to see all activities in one place like Timeline or Activities view or regarding record.
What you are doing is sending out Email from Dynamics, this is going to be in Dynamics activities view/Timeline under regarding record. But you are not going to get the reverse behavior in Outlook as its not originated there.
Even if you track it again in outlook - it won't recreate in Dynamics. I tested all these in my environment, the same behavior exists.
Further replies/forwards will be auto-tracked like Ankuser said.
Read more: Aaron's Blog series
You will get Tracked when you receive a reply to this email.
For use case Send email from some other user and ask this user to reply back to you in outlook. Once they reply back you will have tracked to particular case.
I am trying to find a way to disable/turn off the "View Alerts" notification that appears when I launch CRM. Our CRM instance does not have the sales module installed (we do not use it) and the users do not use the outlook client.
As a result, when they click on "view alerts", nothing happens. It has been requested to suppress this notification completely. Is there someway I can do this? This is an online instance.
View Alerts notifications coming from the core entity called Trace for server side sync failures. Try to remove the privileges (Read) for your users security role on this entity under core records tab.
Read more
Outlook client/App for outlook notifications & some other similar can be suppressed from system settings.
Reference
I'm new to Dynamics CRM.
I want to send email to the client everyday at 7 PM. Also I want to create report in the email, showing sum of value of records created on current date.
What we need to do for daily schedule, WF or Task? How to schedule?
How can I get the condition to find the records created on current date and sum the value field of all the records?
Console application + Task scheduler is the combo we use for sending reminders/report summary.
Console app will do all the business logic/record filtering using QueryExpression or FetchXML & CRM Email Activity can be created to send out. Windows Task Scheduler can be configured to run on desired window.
If you designed the workflow already, you can still use the QE to filter records & call ExecuteWorkflowRequest message to invoke from Console app.
I am using ms crm 2013 web client and office 2013. I started mail merge from marketing list which worked fine, I updated the template, and send me the email. Recipient recevied the email, still Ok. But, there is no activity created in CRM. In 2011 I remember seeing a dialog asking to create actrivity in CRM, I did not see any such dialog and neither the actvities are created in CRM.
Read about it being a bug and fixed in SP1 which I have already.
Please help.
If you initiate the Mail Merge process (by clicking the Mail Merge button) from the WEB Client (website) it will not pop the window in Word to create activities in CRM.
You need to use the Outlook Client, navigate to Marketing Lists, then start the Mail Merge. This then has a "connection" back to your CRM database, and it will ask you if you want to generate activities after you click Finish & Print.