dynamics-crm

问题 I am using Dynamics 365 online instance to integrate sales process. I have one condition where I need to change the Probability field value to 100 when user clicks on Finish button in Close Process Stage. I have done some research and found that ( OnProcessStatusChange event ) can help to get business process flow status change (statuses: Active, Finished , or Aborted) Ref Link: OnProcessStatusChangeEvent I have checked this by adding this to form OnLoad event like below, but nothing happens.

问题 We are facing challenge in getting formatted values of lookups available in an entity using web api. Scenario : we have an entity with 8 lookups. When I'm querying those with Web API, getting GUIDs of those lookups, but not the names of those lookups. 回答1: MSDN says adding header in web api request Prefer: odata.include-annotations="*" will result you the formatted value - Name, logical name along with Id like below: (without making another call) req.setRequestHeader("Prefer", "odata.include

问题 I have a scenario where in Orders Form there is a Invoice Schedule Sub-grid . I need to Refresh/Reload the Main Form when the Invoice Schedule Sub-grid is reloaded on Deactivating a particular record in the Sub-grid. P.S: This scenario is for Dynamics 365 CRM Unified Interface (UCI). I have tried all the three Sub-grid events but does not help in this scenario. 回答1: You have to attach a custom event handler to deal this. Read more var globalFormContext; function myFormOnload(executionContext)

问题 I have a scenario where in Orders Form there is a Invoice Schedule Sub-grid . I need to Refresh/Reload the Main Form when the Invoice Schedule Sub-grid is reloaded on Deactivating a particular record in the Sub-grid. P.S: This scenario is for Dynamics 365 CRM Unified Interface (UCI). I have tried all the three Sub-grid events but does not help in this scenario. 回答1: You have to attach a custom event handler to deal this. Read more var globalFormContext; function myFormOnload(executionContext)

问题 I am trying to update a Lookup field in CRM via the following code. Create a new entity Person Person contains a lookup field HospitalOfBirth from another entity Hospital Value to be inserted: hospitalName I referenced from online articles and drafted my code below. Entity Person = new Entity("Person"); //do I set the value of the field by the following? Person.Attributes[Person.HospitalOfBirth] = hospitalName; Person.Attributes[Person.HospitalOfBirth] = new EntityReference("Hospital", Person

问题 I have a Power BI report that is used to view some data from SQL Server. The user can make selections and the data is displayed on a table in the report. When the user makes a selection and clicks a button in Power BI, I want it to create data validation activities in CRM. Is there any way I can send the data and call a CRM process to create data validation activities? 回答1: PowerBI is meant for data visualization, not for application development, but can be extended for some extent. PowerBI

问题 I am trying to attach a contact to campaign response. I am using rest API for that. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/campaignresponse?view=dynamics-ce-odata-9 Post Data : { "firstname": "TestFirst", "lastname": "TestLast", "emailaddress": "test@test.com", "telephone": "1234567890", "prioritycode": 0, "responsecode": 1, "subject": "Test Subject", "statuscode": 1, "regardingobjectid_campaign@odata.bind": "/campaigns(xxxx90c-11ef-e811-a966-000d3ad24a0d)",

问题 Note: We cannot use remote debugger bcoz of limitations. I have used Plugin profiler in the past, but never faced this error or any issues. I have tried some solutions by Aileen but no luck. (http://missdynamicscrm.blogspot.com/2014/05/debug-crm-2013-using-plugin-profiler.html) Am getting this below error in my new assignment. Anybody know whats going on? Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=7.0.0.0,

问题 I have two entities in my Dynamics CRM solution. Both are related to each other. Product -> configurations Each product can have multiple configurations. I have added a subgrid on product screen. I need to call a custom html webresource to be able to create configuration records. How to add a custom button to the subgrid? OR how to customize existing (+) button to open an html webresource? 回答1: Add the entity to a solution & take a backup Open the solution in Ribbon workbench Start

问题 I am trying to use PHP and CURL to connect to Microsoft Dynamics API so I can read client data from the CRM. The API guide can be found here: https://msdn.microsoft.com/en-gb/library/mt593051.aspx I've been into the Azure portal and set up a new application, and it gives me the credentials to use (client id, secret, etc.) and the url end points. Using these credentials I am able to successfully connect to the CRM and retrieve a bearer access token, but I am unable to get any further. When I