dynamics-crm-2013

How do I add a global button (for all entities) on the CRM 2013 Command Bar

♀尐吖头ヾ 提交于 2021-02-08 05:14:44
问题 I want to create a global button for all the entities. I tried the following: Created a sample solution with entity Application Ribbon Opened the Application Ribbon Entity in Ribbon Workbench Under Command Bar -> Home . Placed a button besides New Record However after publish I am not able to view the button. How do I resolve this? 回答1: The answer is from Mithilesh Kumar, and can be found on this page: https://community.dynamics.com/crm/f/117/t/155542 You need to find the Group where you want

Is it possible to send the SecurityTokenResponse from the IOrganizationServiceProxy in a HttpClient PostAsync call to an API defined in a SSO portal?

五迷三道 提交于 2021-01-29 14:14:51
问题 We have a SSO portal that is authenticated via ADFS. If I call an API defined in this portal in the browser it automatically redirects to ADFS to authenticate then redirects to the portal with the Claim to call the API. What I'm trying to do is call the API from within a CRM Workflow. How can I mimic this redirect? I thought if I somehow got the token & put it in the HttpClient request, it would help. But I have no idea how it should be added to the HttpClient request. Is what I am trying to

Dynamics CRM 2013: Audit logs have “blank” records

可紊 提交于 2021-01-27 21:30:23
问题 On a custom entity I enabled a single field for auditing which seems to be working fine. But there are many, many more audit records having changed date, changed by (both user and service accounts) and event of Update but blank changed field, old value and new value columns. Opening one of these "blank" records shows the message given in the title. And when you open one of them what you see is no table but the statement "the fields changed by this action are not enabled for audit tracking".

Dynamics CRM Auto Import CSV

爱⌒轻易说出口 提交于 2020-02-02 16:37:08
问题 I'm trying to find a way to automatically import a csv or xml file into MS Dynamics CRM as a new Lead. Does anyone have any clue how to go about this? The idea would be for a CRM job of some sort to run every so often to look for a file at a given location. If a file is found, import it's records as new Lead records in CRM. We use CRM 2013 Online. Thoughts? Mg 回答1: I'm not sure of a way that you could "pull it" from CRM, but you could push to it. Create a "Console App" that loads the import

Dynamics CRM Auto Import CSV

自古美人都是妖i 提交于 2020-02-02 16:34:33
问题 I'm trying to find a way to automatically import a csv or xml file into MS Dynamics CRM as a new Lead. Does anyone have any clue how to go about this? The idea would be for a CRM job of some sort to run every so often to look for a file at a given location. If a file is found, import it's records as new Lead records in CRM. We use CRM 2013 Online. Thoughts? Mg 回答1: I'm not sure of a way that you could "pull it" from CRM, but you could push to it. Create a "Console App" that loads the import

What Changes Does Referencing CodeGeneration.CodeCustomization Make to the Early Bound Generated CRM Entities?

浪尽此生 提交于 2020-01-11 06:12:15
问题 After reading this SO question, I noticed that the link in the question made a reference to Microsoft.Xrm.Client.CodeGeneration.CodeCustomization,Microsoft.Xrm.Client.CodeGeneration . What advantages it has over the standard code gen? According to LameCoder it changes all the entities to inherit from Microsoft.Xrm.Client.CrmEntity rather than `Microsoft.Xrm.Sdk.Entity. What changes does that make and what other changes are created? 回答1: Here is the best site I could currently find on what it

How to apply masking in Dynamic crm 2013

Deadly 提交于 2020-01-06 03:03:47
问题 Is there is some way to apply mask on fields in crm 2013 on forms, using any jQuery and jQuery mask plugins. I read from http://taoofcrm.com/2011/05/19/crm-field-masking-with-jquery/ but it not worked for me on Dynamic crm 2013. 回答1: In crm 2011 input field ID is the name of attribute, while in crm 2013 input field ID is the name of attribute plus "_i" (may be "i" denote an input). So if we have attribute name "name" then input field ID for this attribute in 2011 is "name" and in 2013 it is

Xrm.Utility.openwebresource opens new tab

半城伤御伤魂 提交于 2020-01-04 13:11:43
问题 We have an onprem crm 2016. I'm opening an html webresource on a click of a ribbon button. I'm using Xrm.Utility.openWebResource(...) . The problem with that is we're using IE11 and all users' browsers are configured to let IE decide how to open pop ups. Guess what, IE decides to open a new tab! Is there a way to open an html web resource in a new window without changing the users' browser options? 回答1: Xrm.Utility.openWebResource() performs different in Chrome compared to IE11. Below options

Xrm.Utility.openwebresource opens new tab

空扰寡人 提交于 2020-01-04 13:11:26
问题 We have an onprem crm 2016. I'm opening an html webresource on a click of a ribbon button. I'm using Xrm.Utility.openWebResource(...) . The problem with that is we're using IE11 and all users' browsers are configured to let IE decide how to open pop ups. Guess what, IE decides to open a new tab! Is there a way to open an html web resource in a new window without changing the users' browser options? 回答1: Xrm.Utility.openWebResource() performs different in Chrome compared to IE11. Below options

How to enable CORS in Dynamics CRM?

对着背影说爱祢 提交于 2020-01-03 03:22:27
问题 Please note that the question is specifically intended for Dynamics CRM. I'm hoping for a proprietary functionality that extends or replaces the common web development. Hence, this question isn't a duplicate, although it might seem so once one sees "CORS" and this "yet another duck asking about CORS..." (typo intended). I'm trying to make a call to an outside word from CRM and, of course, I run into CORS issues. Now, I have very little control over the server side that the call is directed to