dynamics-365

Dynamics 356 v9 - use executionContext.getFormContext() with HTML web resource

旧街凉风 提交于 2019-12-10 16:37:43
问题 Any ideas how we can we use executionContext.getFormContext() with an HTML web resource? only method that seems to work is parent.Xrm.Page which is now deprecated. 回答1: We are still using parent.Xrm.Page and parent.Xrm.Utility , since the replacement is not yet announced. You should plan to use the new client APIs mentioned in the Replacement Client API column instead of the deprecated ones. The deprecated client APIs will continue to be available and supported until they are officially

Authenticate with Dynamics 365 from an Azure Function

余生颓废 提交于 2019-12-10 11:34:46
问题 Scenario I have a Dynamics 365 v9 organisation hosted online. I have a set of Azure Functions hosted in an Azure Function App on a different tenant to my Dynamics organisation. I've created web hooks using the Dynamics Plugin Registration Tool, which at certain events (such as when a Contact is created in Dynamics), POST data to my Azure Functions via their endpoint URLs. Authentication between Dynamics 365 and my Azure Functions is achieved by passing an x-functions-key value in the HTTP

CRM - sending email to contacts in sub grid

夙愿已清 提交于 2019-12-08 08:08:12
问题 I work for a charity and we want to use our Dynamics 365 to support our fundraising team. We have created a 'Fundraising Event' entity with an N:N relationship to the Contact entity (renamed to 'Individual' in our Org. I have a sub grid on each entity so that we can add contacts to events either from the Contact record or from the event record. We need to be able to send emails to everyone registered for an event to wish them good luck before the event. I have created a workflow against the

Authenticate with Dynamics 365 from an Azure Function

笑着哭i 提交于 2019-12-08 03:49:33
Scenario I have a Dynamics 365 v9 organisation hosted online. I have a set of Azure Functions hosted in an Azure Function App on a different tenant to my Dynamics organisation. I've created web hooks using the Dynamics Plugin Registration Tool, which at certain events (such as when a Contact is created in Dynamics), POST data to my Azure Functions via their endpoint URLs. Authentication between Dynamics 365 and my Azure Functions is achieved by passing an x-functions-key value in the HTTP request's authentication HttpHeader. The Azure Functions receive data from the event in Dynamics in the

Getting Audit Record Details from Dynamics 365 to Power BI

我怕爱的太早我们不能终老 提交于 2019-12-07 14:31:35
问题 I have been able to pull down an audit table from Dynamics 365 and load it into Power BI by selecting Get Data, choosing the odata option and using url/api/data/v9.1/audits . I see the column RetrieveAuditDetails , but I don't understand why all the values say Function . Is there a way to extend this to show the old value/new value in the same way you can change, for example, UserIDs to be extended to the full name? 回答1: When it comes to audit data, OData/Web API REST endpoint is not so

Getting Audit Record Details from Dynamics 365 to Power BI

爷,独闯天下 提交于 2019-12-05 18:25:42
I have been able to pull down an audit table from Dynamics 365 and load it into Power BI by selecting Get Data, choosing the odata option and using url/api/data/v9.1/audits . I see the column RetrieveAuditDetails , but I don't understand why all the values say Function . Is there a way to extend this to show the old value/new value in the same way you can change, for example, UserIDs to be extended to the full name? When it comes to audit data, OData/Web API REST endpoint is not so friendly in PowerBI due to the reason that the audit data is stored as delimited values in database. Refer my

Dynamics CRM/365 SDK and .NET Standard / .NET Core

╄→гoц情女王★ 提交于 2019-12-04 12:39:18
Do you know are there any plans from product group to rewrite CRM SDK libraries into .NET Core or probably just make them .NET Standard compliant? More and more systems and components treats .NET Standard as a standard :) I know that we may make the current version (9.x.x) work "somehow" with the .NET Core projects but for some environments it is real pain in the ass. And I'm asking about official new version and support from product group. Any ideas? I contacted the owners of the Microsoft.CrmSdk.CoreAssemblies NuGet package today and got this response: We support .net core and .net standard

Authorize WebApp to ADFS in order to access Dynamics CRM Web API

戏子无情 提交于 2019-12-03 11:40:51
问题 I have a web application that needs to speak with Dynamic CRM 365 Web API. The Dynamic CRM is configured as a Relying Party on ADFS. The server is Windows Server 2016 and everything is on premise and not on Azure. What i did to acquire a valid token are the following: 1) In ADFS went to Application Groups and add an new Server Application, took the ClientID and also generate a Client Secret for my web application. 2) Add new new user in Active Directory the webAppUser 3) Add this user as an

D365 FO Simple Query for expiring contract

微笑、不失礼 提交于 2019-12-02 09:49:00
I need to create simple query which will show all contracts which will expire in next 3 months. I know how to do that with SQL, but how to do that in Visual Studio when I create query. I added data source Contract table. Added range. Column where is date about expiring is VALIDTO. So, something to write up in value, or how to do that ? Solved with two ranges on VALIDTO column. Used (MonthRange(0,3)) with (Day(0)) formulas. 来源: https://stackoverflow.com/questions/56854909/d365-fo-simple-query-for-expiring-contract

In DataFactory, what is a good strategy to migrate data into Dynamics365 using Dynamics Web API?

人走茶凉 提交于 2019-12-02 08:34:19
I need to migrate data using DataFactory to Dynamics365. The Dynamics365 connector is not enough for me since one of the requirements is to only update those attributes that have been modified since last migration - not the whole register. The other requirement is that sometimes we have to 'null' values in destination. I believe that I can do that by generating a different JSON for register and migrate them using the Web API. I thought in putting these calls in an Azure Functions, but I believe that they are not meant to be used like this - even though with the right pricing plan they can run