I have renamed the account entity to "Organisation", I exported the Translations and updated all the references to Account in the Translation file and re-imported it and published all my customisations
Yet, when I create a new Organisation record, I still get an Auto Post on the my wall saying "Account: Created By ..." instead of "Organisation: Created By ..."
I am using CRM Online.
Any suggestions?
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.
when saving a modified account form on a MS Dynamics CRM 2015 on-premise installation I recently get an error:
Dependency Calculation
The dependent component EntityRelationship (Id=5288430f-7abf-e511-80cd-000d3a203473) does not exist. Failure trying to associate it with SystemForm (Id=e284b20f-a66d-4019-9a96-83d6ce65847e) as a dependency. Missing dependency lookup type = PrimaryKeyLookup.
This message is not quite useful to me to fix the problem.
If I want to fix it, where should you look for ID "5288430f-7abf-e511-80cd-000d3a203473" and which toold would you use?
You could try the CRM Metadata Browser. This is included in the tools folder in the CRM SDK that you can download for free. It is a managed solution that you have to install into CRM. Once installed you can use it to view information about your entities and their attributes
MSDN Page for Metadata Browser
Select your entity; This will then list all the attributes that belong to the selected entity, in this case Account
You can then look through all the relationships and look for the Metadata ID property of the record. For example, here is the ID for the Primary Contact relationship
You will probably have to examine all these relationships manually to find a match though.
Hope this helps
I am using Microsoft Dynamics CRM 2015 on-premise version.
Im importing my solution to an other organization with custom entities and workflows.
I created a workflow to do some work depending on the type of the inserted queueitem.
My issue: Some conditions in my imported workflow are not supported in the new organisation (only the conditions on the custom entities are not supported and are replaced by empty brackets)
I think the custom entities IDs are not imported with the same values, so, the CRM does not recognize these custom entities condition.
Try exporting and importing the customization in two separate solutions.
In the first solution include the entities and optionsets you wish to import. Export the solution from the old environment, import into the the new environment and publish.
In the second solution include the workflows. Oncce again export the solution from the old environment, import into the the new environment and publish.
When you point to an entity inside a workflow, it will retain the GUID.
If you export/import the workflow, the reference will be lost because that specific GUID won't exist in the new environment.
The issue is indeed that the GUID values of the records referenced in your workflows are passed trough the solution but doesn't exist in your target environment.
You can either:
Modify you workflows, instead of (for example) Primary Entity Opportunity / Account / Equals / Contoso use Related Entity Account / Account Number / Equals / ContosoNumber
Import the data referenced in your workflows by keeping the same GUIDs. This is slightly more technical:
First, you need to export the data from your source organization (either SQL or Export to Excel with reimport enabled)
Then convert this file to csv while keeping the id value embeded
Reimport the file with import wizard and mapping the GUID column
I create my users via code with csom since months. I assign them a license and create one drive to fill with a structure of folders and shares points. It worked well, but in recent weeks provisioning onedrive stops working. This means that the command Csom CreatePersonalSiteEnqueueBulk is executed without error, however, the users onedrive is not done and then it is impossible to create folders.
If i log onto office 365 with a user account and create is ondrive i can use csom code to create folder and so on.
Here is the code executed without error. (48h after onedrive is not create)
_context.AuthenticationMode = ClientAuthenticationMode.Default;
_context.Credentials = new SharePointOnlineCredentials (Email, GetSecurePassword);
ProfileLoader _profileLoader = ProfileLoader.GetProfileLoader (_context);
_profileLoader.CreatePersonalSiteEnqueueBulk (emailIDs);
_profileLoader.Context.ExecuteQuery ();
The questions are:
Where can you follow the requests put in queue for creating onedrives in Office 365 administration interface ?
Does the methode change ?
Can we use a parameter in office 365 administration interface to force creation of user onedrive when user account is created in in Office 365?
Is there a comdlet to create one drive ?
thank you
Sly
I want to migrate CRM 4.0 data to new MSCRM 2013 organization. While I connect the source(CRM 4.0) to destiny (CRM 5.0) and do AutoLink to run the job, I get the error "Business unit with ID ... not found". That is valid error message.
However, I am not able to change the business unit of source. I tried hardcoding the business unit ID in Source field (Business Unit) but still the job fails. When I hardcode the business unit ID in formula editor, I get error "Guid should have 32 characters with four dashes". The guid I provided is in correct format and I still get this error.
Let me know where I am going wrong and how can we migrate data from one CRM org to another CRM org using Scribe without having business unit ID not found errors.
You don't say what entity type is causing the error. I'm presuming it's the SystemUser entity. Please advise if not.
The guid of the business unit in the source (CRM4) won't be the same as the guid of the BU in the target (CRM 2013).
Be careful with Autolink in Scribe as it may link fields that you didn't intend to link. I always link manually.
I think that CRM will generate the error you report in this case if the guid doesn't match to a BU (even if it's a valid guid).
Also note that Scribe can't be used to change the business unit of a user, however it will allow the BU to be specified when the user is created.
Mike