We have had a CRM 2015 OnPremise which used standard Sharepoint integration for several entities, among others the entity "kbarticle". Then we upgraded to CRM 2016. Afterwards, we have problems with the document upload for entity kbarticle. If I click on "Documents" on the left menu of a kbarticle record now, the CRM tries to generate a sharepoint folder - but with the wrong URL:
I would expect a new folder for the record at "mysharepoint/sites/mysite/kbarticle/MyRecordName_[GUID]"
But the CRM takes: "mysharepoint/sites/mysite/kbarticle"
As you can see the CRM does not try to generate a subfolder for the record, but takes the parent folder only. Furthermore when I click "Ok", the error message "Both absoluteurl and relativeurl cannot be null" appears.
This issue does only occur for entity kbarticle and only on CRM 2016. I checked the sharepoint integration settings. All seems to be ok.
I know that the entity kbarticle is obsolete in CRM 2016, but does anybody know if the issue can be solved?
Related
I have a requirement where I need to auto fill the values in the Add Document Location Box when a User clicks on Documents in the Dynamics CRM 2016. I don't think there is an out of the box way to do this. Any hints or suggestions are appreciated.
I tried creating a sharepoint document location record on creating the record. When I click on Documents, it tries to find the URL for the location and gives an error that the location does not exist. I had hoped that the sharepoint folder will be created once the Sharepoint document location record has been created and associated with the record but that is not the case.
In case you have ever faced this problem, or if you have an alternative solution, please let me know.
Thanks!
In CRM 2016 you can enable server-based SharePoint integration. As a side note, in previous versions of CRM the List Component was required for the functionality you describe, but that is now deprecated.
When clicking on Documents on a SharePoint enabled record, you will see a popup similar to the following after enabling the server-based SharePoint integration:
I have a custom list in my SharePoint 2010 website. When I am adding a new item to a custom SharePoint 2010 list, I want to auto populate data from active directory in the respective fields (other details of the user) when I enter the exact user Id in the first field and I will also like to send the field content as an email.
- I understand that I can do this easily with MS Infopath, however my organization use the SharePoint standard edition which does not support creating forms using MS Infopath and creating a custom webpart is also not allowed by the company standard.
Can it be done through SharePoint designer or any other way besides out of the box options. Will gladly appreciate you guys help..
This cannot be done in SharePoint 2010 without creating an InfoPath form or publishing a solution. You can use a people picker field to get some user data, but you cannot make it fill in other fields. If you upgrade your SharePoint to handle InfoPath, you would connect to the User Profile service to get Active Directory data. If you want to publish a solution, you'll need to set up and learn about developing SharePoint solutions in Visual Studio.
SharePoint 2013 has better javascript integration. If you upgrade to 2013 and still desire this functionality, you should come to the SharePoint SE and search/ask for javascript to scrape the User Profile service and to populate fields by default. It might not be possible, but it would be worth a shot.
We have migrated to CRM 2013 from CRM 2011. we are facing the following issues post Migration.
Onload of one of the custom entity form, it was giving error in the internal javascript(JsProvider.ashx).
Error-Line: 2
Error: Object doesn't support property or method 'get_disabled'
And also noticed that While saving the form customization of the same entity getting error permission denied. The error was on the line window.top.opener.auto(Mscrm.EntityTypeCode.SystemForm).
Couldn't understand why this is happening? The user has Administrative privileges. Have anyone faced this kind of issue?
Note- THis entity has multiple forms and this issues are happening only with two forms.
Seems like a compatibility issue for the forms. Were they imported from CRM 2011? In that case you can open a support case with MS or recreate them using the CRM 2013 GUI.
I have a solution in VS2012 with a SharePoint 2013 sandboxed project. I have created some custom workflows in 2013.
What I really need to do is to have an approval workflow to publish content, and send out an email when a new document is approved.
My first thought was to use the OOB approval 2010 workflow and use an event receiver on the list. When an item becomes approved, I would send out an email, but I'm unable to send emails programmatically in SharePoint online.
My second thought was to recreate the workflow in 2013, since I know I can send emails out that way, but it looks like the activities related to content approval were removed for 2013 workflows. I can try and do the approvals via rest calls, but my concern was that my workflow will fire every time the item in the list changes (even if it's not a publish), so I will have to check (in the workflow) if the item is being published or not. This will cause the workflow history for the items to become pretty useless as it will be filled with mostly white noise. Also, as far as I can tell, the checkbox when you create an association for "Start this workflow to approve publishing a major version of an item." does not apply to 2013 workflows.
I believe my best answer at this time would be to create a custom 2010 workflow, but I don't see how I can do that from inside VS2012. Can anyone help me (or maybe suggestion another alternative to achieving my goal?)
You can just turn on the old (2007) approval workflows. It sounds like those might work for you.
This article references how to do that, but in short it is under
Site Settings -> Site Collection Administration -> Site Collection Features -> enable the feature 'SharePoint 2007 Workflows'
Configuring SharePoint 2013 to use legacy workflows
I ended up using an OOB 2010 Workflow and modifying it with SharePoint Designer. Not really the solution I wanted (which was to package ALL of my customizations into a single WSP), but I've spent more time than I should have trying to get it to work.
Is there any way to export/send a vcard of the contact from MS dynamics CRM 2011?
I met some builts for CRM 3 and 4, but there hasn't said anything about CRM 2011.
thanks in advance
This was mentioned in a comment, but you can do this using the Microsoft Dynamics CRM for Outlook client. This will allow you to synchronize the contact records that a user owns and once they are synched to Microsoft Dynamics CRM for Outlook, you can export them out as a vCard using the steps below, noting that these steps come from this KB article, https://support.microsoft.com/en-us/kb/290840 . Although this KB article was written for older versions of Microsoft Outlook, the steps will still work in newer versions of Outlook.
How to create a vCard
Use the following steps to create a vCard:
1.In a Contact folder, click to select the contact for which you want a vCard.
2.On the File menu, click Save As.
3.In the Save file as type box, click to select VCARD Files (*.vcf).
4.In the Save In box, select the folder where you want to save the vCard file, and then click Save.
This creates a vCard file with the same name as that of the Contact.
Another good reference with videos of creating and exporting vCards is in this support article - https://support.office.com/en-us/article/Import-and-export-vCards-to-Outlook-contacts-9af7e16e-61e3-45f4-8c19-a3842333005a . There are ways to add buttons and commands to create and export out vCards from Microsoft Dynamics CRM directly, but I'd just use the built in functionality that comes with Outlook (which is the base of the Microsoft Dynamics CRM Outlook client) as it is quick, easy, and something users are likely to adopt without needing to spend extra for development time.
There is nothing out of the box that I am aware of. When you say builds I assume you mean code. If so, you might consider writing a Plugin which integrates code from the these two links:
Sample: Send an Email
http://msdn.microsoft.com/en-us/library/hh210217.aspx
.NET vCard API for creating and parsing vCards
http://www.codeproject.com/Articles/16030/NET-vCard-API-for-creating-and-parsing-vCards