I have noticed in Microsoft CRM Dynamics that the search does not work properly. For instance, if I am in the Active Contact view and I look for any contacts by the first name sometimes it shows up. On the other hand sometimes it cannot find the contact however if I do look them up using their last name it finds them. I know for sure that the contacts are active because I can see them.
Can someone explain to me what is happening and why?
Thank you :)
This happens because everytime you enter in search box Quick Find View is used instead of your current. Check this article - http://crmbook.powerobjects.com/basics/searching-and-navigation/searching-crm/
We had the same problem after launching Dynamics CRM 2015. Our consultant wrote a script to re-organize the search-indices in the CRM database. The DB-server runs the script in a weekly job and our seach works as expected.
Sorry, that my answer is not quite specific, but it should give you an idea. Try this link for a start: https://technet.microsoft.com/en-us/library/dn919650.aspx
Related
We have created some views that show activities assigned either to the current user OR any of the user's teams. The filtering was fairly simple:
Related Activity Parties
- Party equals current user
OR
- Party equals current user's teams
This works great if the user is a member of any team that's not the default. However, if the user is not a member of any team, the view throws an ugly error and doesn't show anything. The error log says "user is not a member of any teams".
I've been playing around with filters, and there seem to be alternative ways to get something similar, but nothing is quite exactly the same. If only there was more flexibility to use the OR and AND groupings.
So, has anyone run into similar issues? I'm thinking about editing the view XML directly, because then I can or/and filters freely and I'd be able to get exactly what I want. However, I'm not sure how well that all works and how would it look if you tried to edit the view in CRM after it was changed directly in XML.
I can confirm for you that this is an issue in CRM 2011 (still an issue as of Rollup 14.) Wish I had an easy solution. Lazy way around it is to create a do-nothing team, with no security role assigned, and just put every user in it. This is a work-around, not a solution, but it will make the issue go away. Not 'elegant' but it works.
The alternative, as you suggest in your post, is writing custom FetchXML for each query you need this on but that defeats much of the benefit of the Advanced Find Query tool and makes long term maintenance and administration more difficult.
I am new to MS CRM 2011. I want to call "Find Available Times" function problematically to know the nearest availability of resources,facilities and sites. The similar functionality provided by on schedule activity page. But i want to call this function from code. can you guys point me in right direction for solving my purpose. Does CRM sdk provides this kind of functions?
Ok, i googled about this, and it seems that SearchRequest of ServiceAppointment Entity will work for me according to MSDN ( http://msdn.microsoft.com/en-us/library/gg328326.aspx ), but in silverlight application it is not working coz to work with the example i am supposed to add "Microsoft.Crm.Sdk.Proxy.dll", but the silverlight application does not allow me to do so,
Any ideas freinds!!
Any one who is searching the answer of the above question can find it at
SearchRequest and SearchReponse Classes are not present for silverlight application in CRM 2011?
Hope this helps to people like me.
I have a request of a customer who wants his dashboards to be send weekly/daily to him via E-mail (PDF or IMAGE). I have searched for hours to find a decent solution, but I can’t seem to find one. This should work on “CRM Online” and on “IFD”.
I have found some code that can take a snapshot of a Webpage, but there I have the “Log-In” problems. Each time you execute the page, you see a page with the “MICROSOFT PASSPORT” or “ADFS” sign in box. I tried the “wkhtmltopdf”-method and “WebBrowser”-method and 3rd party tools.
There is also no “JavaScript” or “JQuery” that is able to generate screenshots from the current page. I’ve created a Webresource in CRM 2011 with an iFrame and in that iFrame I’m able to show the “Dashboard”. If I would be able to take a snapshot of that page, I could create an attachment and put in the CRM.
I think I’m on the right way of doing this, but I can’t seem to get over the last difficulties. I hope someone here on the forum already has done something like that. I’m almost sure it must be possible, because a partner of us was able to take a screenshot of the Dashboard and put it in their application. Of course they don’t want to share that piece of code with me.
I don't believe there is a way to possibly implement the functionality requested with out some major "hacks" that would be brittle and most likely break with any type of CRM/Browser update. I would work with the customer and advise them that what they are asking really doesn't make sense from a cost / maintenance standpoint. I'd try to see if they'd be willing to live with these work arounds:
Send a weekly e-mail with a link to CRM. Downside is the user has to be able to have rights to login and see the data, but it would be super easy.
Create custom reports that recreate the dashboard data. You should be able to schedule e-mails for this through SSRS
Good luck!
I'm new to CRM , now i just want to add a sample button named as sample in Ribbon, i have exported "customized XML" , from here how to add custom id , command id etc.
There are a couple of walkthroughs which should be able to help you with this:
this one
this one
and this one
There are also tools like this one on CodePlex which can help you do it in a graphical fashion rather than messing with the XML.
Warning, opinion ahead
I remember when I was new to Dynamics CRM that what helped me initially was working with tools from the community until I got my head around things and could dive into more of the guts of the platform. It might be worth going through a listing like this to see if there are things that can help you on your CRM journey.
For the life of me I can't find any documentation on how to See the Work items in the new "my work" feature in 2012. I want this to ultimately be in a SSRS report.
I've looked everywhere in the warehouse as well as sql db. I've also looked for documentation and can't find any. I have also looked at the object model and although I can find traces thereof there isn't nearly enough to let me know where I can find this.
I think this is an excellent dashboard to see what my developers are currently working on, any suggestions as to where I can look?
By default this is meant for your personal work items and not for monitoring all your developers work items. However since it is query based you can modify the query based as per your needs. Click the Open Query under any of the categories in your My Work pane and modify it to whatever suites you.