In CRM 2011, I have a workflow configured to "Send Email" once Invoice status is marked "Paid". However, in the Email Template, it does not appear I have access to fields from the Invoice Details entity. How can I include the line items from the Invoice (via Invoice Details)?
I've also tried with Order record, but I also cannot insert fields from the Sales Order Details entity.
I do not want to create a custom workflow plugin. Do I have any other options? If I must create a custom workflow plugin, is there an example of where to start?
Out of the box email templates aren't designed to handle the relationship between a header record and the line items (Opportunity, Quote, Order, & Invoice).
If you are looking to generate the email from a workflow, custom code if probably your only option. The CRM 2011 SDK would be the best place to start. It contains lots of examples and great documentation.
Also out of the box, CRM 2011 doesn't appear to let you mail merge the Invoice entity, but I believe C360's Documents Pack will let you do this. It would be a manual process and it is a paid product but it allow you to avoid writing code.
Related
I am managing a projects (subtype of Activity) collection and I would like to implement a simple "Status change" log.
The idea would be that of replicating the simple but effective order management log seen in Prestashop (see image), Order management screen: User selects the new project status, clicks [UPDATE STATUS], and a new row gets appended to the log with new status, date of the change, person having triggered the change.
The basic implementation could be a text area used as a log, the best implementation possible would be that of having a grid.
Could somebody point me in the right direction to do this?
I am using version 2011 but moving to 2015 in a few days.
I suggest using auditing:
The following list identifies the data and operations that can be audited:
Create, update, and delete operations on records.
You could have an OptionSet representing the status of a project. If you enable auditing on this field (and enable auditing in general for CRM) you will be able to see an audit history of changes to the field. To do so users will have to navigate to the Audit History of the record.
The audit history will look similar to the following (in 2011):
If you don't want to use Auditing as suggested by Henrik in his answer, the alternative is to create a custom entity that will act as a log entity for your status change.
In order to implement the track of the changes, you need to implement a Plugin that will be triggered on the update message and will create the records inside the new custom entity.
I need to migrate data from CRM 2011 to CRM 2015 for different entities. I am using scribe insight for this purpose. I am stuck with the the migration of different entities belonging to Activities like Appointment, Letter, Fax, etc.
If its a normal lookup field i would have used something like
DBLOOKUP(S25,"CRM 2015","Lookup Entity name","Matching field","Primary key")
There is a field type named 'Party List' which is lookup to multiple entities. How do I map this? So that I can easily migrate data from 2011 to 2015?
I think you're saying you want to migrate Activity records from CRM2011 to CRM2015. I've done something very similar from CRM4 to 2011, using Scribe Insight.
PartyList is a composite field, built from ActivityParty records. You don't write to it directly.
An ActivityParty record links an Activity (eg, email, task) to a Party (eg, account, contact, user, lead).
The sequence of events is:
Migrate Party records (contacts, accounts etc).
For each Activity in CRM 2011
Create an Activity in CRM 2015
For each ActivityParty belonging to the Activity in CRM2011
Create an ActivityParty in CRM2015
Set the status of the CRM2015 Activity to that of the CRM2011 Activity.
Some points to note:
ActivityParty records are somewhat special in CRM. They don't support all messages. Specifically, the can't be updated - only created or deleted.
You can only set the status of the Activity after you've added all the activity parties. CRM will generate an error if you try to add an activityparty to a completed activity.
Hope this helps
Mike
Based on your DBLookup code you use Scribe for migration. I'm not an expert in Scribe so I would suggest to use search engine to find relevant information. Try to use this search.
In CRM 2011, a CRM user modified a contact information. I can check that through audit logs the changes that the user made.
Now the user modified the First Name and Last Name of the Contact (required fields in CRM) to blank. Now I know that this is not possible through CRM form as the fields are required in the form.
Also there is no JS or any other code written on the form that can disable that required functionality.
I want to know from where these records have been modified in MS CRM.
Also tracing is been disabled in CRM so we do not have logs for this edit :-(
Any help in this regards will be really helpful.
These fields do not need to be updated on a CRM form directly. They can be updated in various ways. Common suspects are:
Custom plugins
Workflows
External parts accessing the Organization.svc or OrganizationData.svc endpoints
In all scenerio's the Business Required constraint is bypassed. In CRM plugins and workflows can actually act on behalf of the user and doing so it appears as if the user modified affected records himself directly.
Our sales people would like to be emailed a weekly report for any new leads that have come in. Each sales person would be set as the owner of the lead and a flag field would be created indicating whether it is a new lead. I would like to create a workflow that would email each sales person their new leads for that week. I know how to create a recurring workflow in CRM, but cannot come up with a way to email a report to each sales person. I thought pre-filtering in SSRS for each sales person, but I'm not sure how to do that. Does anyone have any suggestions, links, etc on how to accomplish this? Even if this can't be created as a workflow, is there any other way to accomplish this even if there has to be a couple manual steps?
If you are using Dynamics CRM 2011 On Premise then you could look into using "Schedule Report" this will allow you to create a report (and set the parameters for a particular staff member. They will then get an email sent to them.
The following link will provide some more details.
http://www.powerobjects.com/blog/2011/06/29/report-scheduling-and-email-subscription-in-crm-2011/
My only issue is I don't think you can have one report and change the parameters per user (Meaning you would have to have one scheduled report per sales person which depending on the amount of sales people could be a real pain!)
NOTE: Schedule Report is not available in CRM Online
Can Fetch-XML for a sub-grid view be written to include a field value on the record?
I have a custom entity with a lookup to Account.
I would like to have a sub-grid of Cases related to that Account; the grid would show Cases related to the Account related to this custom entity instead of Cases related to the custom entity.
Yes is possible, but is an unsupported customization.
You can find an example here: Filter Sub-Grid Dynamics CRM 2011 Rollup 12 (Polaris)
Pay attention to the rollup version of your crm environment.