Configuring a picklist in CRM Online 2015 - microsoft-dynamics

We currently have a CRM Dynamics 4.0 system and as part of our Account Entity we have a field new_accountstatus with the following set up:
Schema
Display Name: Account Status
Name: new_accountstatus
Requirement Level: No Constraint
Searchable: Yes
Description: "V1.0"
Type
Type: Picklist
Overdiew 2. Active 3. Suspended 4.De-Energise 5.Terminated 6.Inactive
Default Value: Unassigned Value
We are contemplating upgrading and moving to CRM Online 2015 and have created an online trial and as part of the initial configuration we are trying to set up account model and the picklist with similar values and layout.
On creating a new field in CRM 2015 online I can see that the Data Type fields have completely changed. And from the available list Option Set was seemed the most relevant for my needs.
Can anyone explain to me what the Field Type of Simple and Calculated is all about? Also if I try to enter the same values as was in our old system of between 1-6 I get the message:
"The option value you specified does not use this solution's option value prefix (10,000). You should enter a number between 100,000,000 and 100,009,999"
If I enter this as 10,000,001 will this then be read as 1 from the option set as would have been the case in dynamics 4.0 picklist?

The type you need for your picklist is Option Set.
From CRM 2011 you can choose between local and global (existing) Option Set. If your picklist is used only inside account entity you can create it as local, if it is used in more than one entity (or you plan in the future that this is a possibility) you can create it as global, in order to be reused.
The difference between Simple and Calculated is a feature introduced with CRM 2015, in your case you need Simple (Calculated is in case the value becomes from a calculation, more details here: http://blogs.technet.com/b/lystavlen/archive/2014/11/20/calculated-fields-new-in-crm-2015.aspx)
Regarding the value (1-6). CRM 2011 introduced the concept of Solutions and Publishers, each Publisher can have an Option Set prefix (10000 is the value for the Default Publisher) in order to differentiate Option Set coming from different solutions.
You can still override the prefix, so you can put the values 1-6 if you prefer, the use of the prefix is suggested but not mandatory. the value 100,000,001 is different from 1, so (considering backward compatibility with external system) you should put 1 as value.

Related

Power Automate: how to catch which column was updated in Dataverse Connector

I'm starting from a "When a row is added, modified or deleted" connector, i'm passing in a switch connector that controls if the row is added, modified or deleted.
I'm then using the mail node to notify myself if a row is added, modified or deleted, in the case a row is added i have to include in the mail which fields of that row have been modified.
I can't find if this control is possible (check the row and compare it with the pre-modified version) and how to do it.
This is the embrional flow
As requested i'll try to be more detailed.
Please note that this is a POWER AUTOMATE FLOW so there is almost no code.
The CRUD connector takes 3 arguments:
-Change type (When an item is Added, Modified or Deleted)
-The table name (It's the Dataverse table name)
-The scope (Business Unit)
So i need to know if (for example in the output of this connector) there is a variable or other connector that contains which column changed and caused the trigger)
It's a question about the output or possible connectors related to the Dataverse CRUD node so there is NO CODE involved and no more "after-issue" flow specification needed to understand my request
A solution is to create a new field that keeps the current value of the original field and use trigger conditions to make your flow run only when those two fields don't match, meaning that the original field is updated and that its value has changed.

Increment Number OnInsert()

I am trying to increase a field number whenever a new row is added to my table. First I created a variable lastItem specified as a Record with Subtype to my Table. Now I created the following Code on the OnInsert() trigger:
lastItem.FINDLAST;
ItemNo := lastItem.ItemNo + 10;
The above code seems not to work on the OnInsert() trigger but works for one row when I enter it on the ItemNo - OnValidate() trigger.
Any ideas how to get an increasing Number on every new row in my table?
Are you sure that's Dynamics CRM? The code is a Dynamics NAV C/AL code and you talking about the Item table? In this case let NAV to give you the next number from the No. Series properly.
You can use the same approach in any other table : related pattern
You should stay away from doing direct SQL updates and adding triggers to the DB when using Dynamics CRM as it's not supported.
The appropriate way would be to use a plug-in which reads the last value and then does the increment. You'd would register this to run when a new record is created in the system.
You can find some example source code on this CodePlex project: CRM 2011 Autonumbering Solution
You should use the property autoincrement of the field. In this way you increment the field one on one in every row.

Sitecore workflow publish action parameters

We have workflows enabled for majority of our content in Sitecore. We are using the auto-publish feature available after an item gets into the Final state of the workflow. Our implementation partner has enabled 3 parameters for this publish action -
alllanguages=1
related=1
deep=1
I understand that deep publishes only the children of the item that the workflow is on. I also understand that related will publish all related images, items are linked via the link manager functionality. But I do not understand what the alllanguages parameter is for. Does this publish the item in the workflow in all available languages? Also, would it publish all children and related items in all available languages as well?
There are 6 parameters boolean, 1 or 0
With allanguages, related and deep, it publish the current item and childeren and related items in all languages so also the childeren and related are published in all languages.
See this article auto-publish-workflow-action-updates
This are the language options:
"alllanguages" - controls whether current item will be published in all languages that exist in source database. Possible values: "1" - current item will be published in all languages that exist in source database; all other values - code uses values of other parameters to determine languages in which current item will be published.
"languages" - comma (,) separated list of languages in which current item will be published.
"itemlanguage" - controls whether current item will be published in its current language. Possible values: "1" - current item will be published in its current language; "0" - current item will not be published in its current language; all other values - current item will published in its current language. Note that even if value of this parameter is "0", current item will still be published in its current language if current language of the item is in "languages" list.
Sitecore has versions and languages for each item; My assumption (without seeing the implementation) would be it publishes all (available) versions of said items. That is to say, if you only had an en-US language version, you wouldn't necessarily get an es-SP too (unless part of your workflow is a language translation).

Dynamics AX 2012 - PurchReqImport Service: The value in field Requisitioner is invalid

I'm using the PurchReqImport Service hosted out of the AOT. Everything is working in terms of the data I'm providing except for an error I mention in the subject.
I've looked at the DB, and it looks like what gets stored there is a record number in a user table. However, the interface will not accept a valid user name, nor a record number as valid.
I presume the value passed in line.Requisitioner is what the interface is looking at.
What data needs to be passed in this field?
You need to pass in a recid from the worker (HcmWorker) table.
This is foreign key field that must match the value in the associated table...you can see all of these in the AOT under the Table>Relations node.
Hope this helps!

How to get Sharepoint Meeting Workspace Lists Items via Web Services?

I'm trying to retrieve list items related to a SharePoint 2007 Meeting Workspace lists such as Agenda, Objectives, Decisions, etc. using SharePoint Web Services and C#.
I tried unsuccessfully to find out any available method within Lists.asmx or Meetings.asmx web services.
I found some one similar post about this here, but unfortunatly without any suggestion.
Thanks,
I'v had this same issue, but i was using Object Model to Query items and luckily the issue was solved. It turns out you have to set MeetingInstanceId parameter either to some specific meeting instance ID, or -1 which will query all meeting data.
For a webservice Lists.GetListItems method there is the queryOptions parameter you can use to set MeetingInstanceId
<QueryOptions>
<MeetingInstanceID>
-1
</MeetingInstanceID>
</QueryOptions>
An integer value where a positive number represents a specific meeting
instance. Negative numbers have the following meanings: -3 =
UnSpecified, -2 = AllWithSeries, -1 = AllButSeries, 0 = Series. This
element is optional, and its default value is -1. Negative values
correspond to values of the
Microsoft.SharePoint.Meetings.SPMeeting.SpecialInstance enumeration.
I haven't used webservices to query meeting workspace, but you can try yourself.