dynamics-crm-365

Microsoft Dynamics CRM 365 calling an action via JavaScript asynchronously

旧街凉风 提交于 2020-01-06 06:31:51
问题 Is there a way to call an action via javascript without the use of third party scripts? I found this https://github.com/PaulNieuwelaar/processjs However, I cannot use third party libraries. UPDATE: Here is some sample code that demonstrates an asynchronous call to an action via JavaScript. A important point to remember is to make the last parameter of the open method of the request to true . req.open(consts.method.post, oDataEndPoint, true); // plugin public class RunAsync : CodeActivity {

How to share record in CRM 365

烂漫一生 提交于 2019-12-24 20:30:25
问题 I want to share my record when several condition is fulfilled, can I do that with plugin? I have request transfer record I want to share, so when request transfer status is submited I will share the record to user that I get from warehouse in my request transfer field. Can I do that with plugin? if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity) { if(context.MessageName.ToUpper() == "UPDATE") { int requestStatus = transferImage.GetAttributeValue

How to add a contact to Dynamics CRM 365 with JavaScript

守給你的承諾、 提交于 2019-12-24 18:29:21
问题 It seems that Microsoft Dynamics CRM Web API supports OData and it supports adding new entities e.g. contacts using JavaScript. I tried accessing the API with the following code, but I have two problems. One is cross-origin resource sharing which does not allow my script to execute and the other is that I get access-denied error. var req = new XMLHttpRequest() req.open("POST",encodeURI(clientURL + "/api/data/v8.1/accounts"), true); req.setRequestHeader("Accept", "application/json"); req

How to hide Assistant/Activities tab and Attach button in Notes section on Social Pane in Dynamics 365?

对着背影说爱祢 提交于 2019-12-24 14:06:09
问题 Has anyone had an experience modifying the Social Pane in Dynamics 365? Hiding the Assistant and Activities Tab Hiding the Attach button in the Notes Tab Googling shows unsupported way by accessing and hiding by DOM manipulation. Has tried Security roles, Ribbon Workbench but still tabs and Attach button are showing. The Notes form also cannot be customized. We tried also the Intelligence Configuration by following this: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales

Trying to associate a dynamics portal user with a dynamics entity record through the portal

情到浓时终转凉″ 提交于 2019-12-24 11:44:52
问题 So I have a Dynamics 365 solution with a portal. I have created a custom entity to hold records relating to events. What I need to do is provide a way for users to log into the portal and register their interest for these events i.e associate their contact record with the relevant event record. I have seen that in CRM there is the option to associate the current user to an event when they create one through an insert entity form in the portal, but I can't figure out how to do it from a read

CRM 365 callManagerInfo error in plugins

混江龙づ霸主 提交于 2019-12-22 04:42:33
问题 After upgrading CRM 2013 on-premises to CRM365 an issue with plugins started to come up. Each time I try to use IOrganizationService from plugin for any operation I get an error. This issue only occures on multi-server instalation , it didn't occure on CRM 2013 version. It also doesn't occure on single-server instalation of CRM365. Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral,

Connecting to CRM Online through CRM 365 Plugin

眉间皱痕 提交于 2019-12-14 04:23:38
问题 I need to connect and retrieve records in CRM Online through CRM 365 plugin. I have tried simplified connection using xrm.tooling.dll but unfortunately it says Could not load file or assembly 'microsoft.xrm.tooling.connector and when i used ClientCredential the error says Metadata contain refereces that cannot be resolved . Strangely, i tried both method with console applcation and it's work prefectly. Just wanna knows what i miss in this case ? Do i need special requirement when i want to

API $expand and &count

假装没事ソ 提交于 2019-12-14 03:59:01
问题 Is it possible to use $expand but instead of returning a collection of objects, just return the count of objects? For example, get an account and a count of its annotations in a single WebApi call I've tried a few things. Obvious attempt: accounts(6CDEEB72-2AC8-E711-A825-000D3AE0A7F8)?$select=name&$expand=Account_Annotation($count=true) returns all fields of all Annotations but doesn't count anything. Next I tried accounts(6CDEEB72-2AC8-E711-A825-000D3AE0A7F8)?$select=name&$expand=Account

Dynamics 365 Web API Email send

可紊 提交于 2019-12-13 15:31:22
问题 I'm building a subscription for pages at a website. So a to-be subscriber post via a form and get added to a marketing list in Dynamics 365 Online. From a scheduled job at the website i then make a request of the contacts in a marketing list. Then i need to send them an email that a new page have been created with this properties and a link to that page. So i would like to make that responsibility Dynamics 365 Online. So im using the Web API and the action: SendEmailFromTemplate Not sure if i

Dynamics CRM: Currency field on the contract is locked (disabled) and cannot be unlocked

瘦欲@ 提交于 2019-12-13 02:18:41
问题 Microsoft Dynamics 365 Version 1612 (8.2.2.1862) (DB 8.2.2.1862) online I want to be able to set the Currency field on the Contract. However, on the main Contract form the field is locked and cannot be unlocked. In the form editor the field is not disabled but the padlock appears next to it. Running Xrm.Page.getControl('transactioncurrencyid').setDisabled(false) on the client has no effect for this field, i.e. the field remains locked. I have noticed that there is a Mapping on the contract