In CRM 2011 I have the option to give the subject of the email a number. Can I use the number from the subject for Unique?
Not clear from your question exactly what you're trying to achieve.
The CRM email subject tracking tokens are not necessarily unique. They will be unique to that conversation within your CRM organisation until the numbers run out and it starts over.
Every record on CRM has a truly unique GUID which should be used if you need a unique identifier. If you don't like the long and complex format of the GUID (your unique reference will be human facing) there are a number of automatic numbering solutions available for CRM which will generate friendlier unique ids for records.
Hope this helps,
Tony
Related
So let's say I have 100 employees and I have a word document with a message on it pertaining some new business changes. Is there a way for Microsoft word to autofill the name field of that document to where a 100 of that same document each has a different name of an employee?
I think you can probably use the mail merge option for your problem. I think it will definitely work for you. For more information, you can see how to use mail merge on google. Its especially used for labels, emails, and letters which are in bulk.
I am using docusign to have contracts signed by various parties.
I am looking for a way to populate my contracts with an effective date field, I don't know a priori the order in which the parties will sign (i.e. I don't know who will sign last), but I couldn't find a placeholder to populate such field.
has anyone got a workaround for it?
Thanks,
If the sender of the document used the routing order feature to control who will be the last signer, then just use the dateSigned tab (field) type with the last signer.
If the signers are at the same routing level, then see my prior answer: https://stackoverflow.com/a/63651154/64904
How can I get the fullname (firstname, lastname) of a user so I can place it in a email through a workflow. The only fields I can identify that might help are those of type Person or Group (Modifiedby, CreatedBy, etc.), but they all return domain/username. Any solution must be applicable to Sharepoint 2007.
Thanks,
George
This is an old thread, but others may benefit from one possible solution.
IF you have a small & known user base, you can cross reference a secondary list that has (First, Last, Person (object)). Set local variables in the workflow to first/last based on corresponding Person (as String or Display name typically) and reference in the dynamic email. (Works for 2010, but am unable to verify for 2007)
With Sharepoint 2010 you can choose how the workflow will return it (Name, email, username, etc), but not with Sharepoint 2007. So I think you're stuck with domain/username until you upgrade Sharepoint.
I have a site powered by ExpressionEngine 2.5.x, using Freeform, integrated to post form data to MS Dynamics CRM 2011. The extension is nicely scalable, I can change the mapping, all that excellent stuff. My problem is how to find mapping values for Lookup fields in MS Dynamics.
I am trying to map form fields from the site forms, into MS Dynamics. Some of the fields are Lookups, in MS Dynamics. Our mapping calls out the numerical value of the Lookup item, rather than its name. (Which is good, because ppl can change the text names in the MS Dynamics console without breaking the mapping.)
My question is: I know how to find the actual back-end field names of form fields within MS Dynamics. But how to I find the numerical values of the picklist items and lookup fields? Say I have a Lookup field, for Lead Source (called campaignid). The items are:
web
online
radio ad
flyer
word of mouth
other
I know that when I edit options in an option set, I can see their numerical value. Where can I edit options in a lookup field? I've tried looking under Settings > Customizations > Customize the System, but didn't see anything called lookup.
Lookups are pointers to entities. They do not have numerical values like regular option sets. So I guess that you will have entity called Campaign (or lead) so you can check which campaigns exist in the crm DB where each entity will have view in the DB.
Let's see if i understand your question. You don't have a Lookup option like Option Set because a lookup is consequence of a relationship 1:N between two entities. So for edit a lookup you need edit a record of a entity. In lookup fields you don't have numerical values, you have guid that represent individually a record, so in a record a lookup is stored in database as a guid. Check this video.
Check here how find this guid with the record open.
A look-up field is, roughly speaking a pointer to en entity (in C# it's referred to as EntityReference instead of Entity) and it consist mainly of a guid and logical name of something.
Usually, in the code, when you have an entity, in order to access the fields of its lookup-connected entity, you'll need to make an extra query for that.
So, if you have a Contact instance and need to see the address of its parent customer, you'll have to get the guid and logical name (in this case it'll be Account) and retrieve the data for it separately.
EDIT:
Suppose that you have created an instance of Contact entity and you'd like to access its lastName field. Then you can simply refer to it as follows.
var value = Xrm.Page.getAttribute(“lastName”).getValue();
On the same form, there's also a field that refers to an Account instance (its name is parentCustomerId. Suppose now that you'd like to get the fullName field of the Account. One could expect the following to work.
var account = Xrm.Page.getAttribute("parentCusomterId").getValue();
var name = account.getAttribute("fullName").getValue();
However, that's not going to work, because the parentCutomerId is a look-up field. It means that it only contains a guid (a pointer, a reference) identifying an other entity. You'll have to use it (the guid) in order to fetch the instance that the look-up is "mentioning". Then you'll be able to check it's properties.
I created an entity name is Student,
In that entity I created fields like Name , Age, Qualification etc.,
I wanted to add new field that is Contact number but I don't want to create new one.
Is there any chance to reuse the Mobile phone filed that is presented in Contact Entity..
If there how..??
Please help me..!!
No, you cannot move the mobile phone field from the Contact entity to the Student entity.
You will have to make a new field on the Student and hide the field on the Contact.
Or you could, add a lookup on your student to contact, so each student has a contact record associated and use the phone number that way.
Or you could, get rid of the student entity and just use the contact with the extra fields you needs, as a student is effectively a person which is effectively a contact.
The choice relies on your business requirements.
Yes, you can.
You need to create a htm webresource and retrieve the contact number in the webresource, and then insert this htm webresource into the form.
Please see this article for details:
http://www.gapconsulting.co.uk/DesktopModules/SunBlog/Handlers/Print.aspx?entryid=58