dynamics-crm

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

MS Dynamics : Generate Refresh Token for OAuth

北战南征 提交于 2019-12-24 17:43:30
问题 I am using OData api of MS Dynamics. Here we are doing authentication using oauth I am taking reference from Ref : https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/developer-guide?view=dynamics-ce-odata-9 https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/connect-customer-engagement-web-services-using-oauth I am using Web Api so we followed below reference. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/oauth-cross

statuscode and statecode mismatch even though both are explicitly set

陌路散爱 提交于 2019-12-24 17:14:50
问题 I'm getting an error when creating a service appointment entity through the SOAP webservice about a mismatch between statuscode and statecode: 4 is not a valid status code for state code ServiceAppointmentState.Open on serviceappointment. Essentially saying that reserved (statuscode 4) isn't a member of the Open state (statecode 1). Which is true, it's actually a member of the Scheduled state (statecode 3) but in my request I'm correctly setting statecode to 3! Does anyone know why my setting

XRM context in HTML webreource in MSCRM 2016

半城伤御伤魂 提交于 2019-12-24 16:18:12
问题 I am facing a problem when HTML web resource which gets popped up on clicking of some ribbon button. It does not have the Xrm context as it is unable to load the file clientglobalcontext.js.aspx Here is what I have included in source of HTML: src="../ClientGlobalContext.js.aspx" and also used this src="ClientGlobalContext.js.aspx" This is working in my current CRM11 version but it does not get load in CRM16 online. Is there any other way to load this file in a popped up html window or it is

How to change the navigation in dynamics CRM

浪子不回头ぞ 提交于 2019-12-24 15:22:07
问题 I tried creating a solution and I clicked on " Add existing item " and selected the " Sitemap ". But when I click on the sitemap to edit it nothing happens. How can I customize the top level tile navigation in CRM ? 回答1: For easier editing of sitemap you will have to use some tool like XrmToolbox. 回答2: You can edit SiteMap in CRM either manually or using some tool. On the url below microsoft has mentioned: Using a sitemap editor can facilitate editing the sitemap. A popular one is included in

Method Xrm.Utility.openDialog is deprecated, but why?

拜拜、爱过 提交于 2019-12-24 14:34:35
问题 Method Xrm.Utility.openDialog() is deprecated, but I can't find any information about this method, and any alternative for this? Can you help me to find alternative method for openDialog() ? 回答1: As far as I know there has never been a function called Xrm.Utility.openDialog() . A few years ago developers used window.showModalDialog() to open custom modal windows from within Dynamics CRM. However, popular browsers like Chrome stopped supporting this function, which had been an IE invention

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

In Dynamics CRM, how do I enable wildcard (*) search by default in Quick Find?

可紊 提交于 2019-12-24 13:12:52
问题 In crm 2011 On-premise we had Quick Find that added automatic * at the beginning of any text search. Now it is not working. In all lookups we have if we write abc in search it automatically adds * at the begininig but in Quick Find it does not functioning the same like lookup. I googled it but cannot find any work around. Before Rollup 14 we were having this thing working. 回答1: I have found an answer. Go to the following path and find "stage.js" file "C:\Program Files\Microsoft Dynamics CRM

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

Disable Service Actity in CRM 2011

烈酒焚心 提交于 2019-12-24 10:59:30
问题 I need to disable the 'Service Activity'. I turn off the privileges of Read, Create, Write and Delete at Setting - Administration - Security Role - Service Management Tab - Service (entity) as None. Now, Service Activity is disable at all levels except at Workplace - My Work - Activities - New Activity - Service Activity. Any idea, how to disable this one? Thanks. 回答1: You could always remove the navigational item from the sitemap. That would remove it, but the best way is remove the