dynamics-crm

问题 I am Unable to execute the selenium script on lookup FIeld of MSCRM I am trying to select an item from lookup list in MSCRM 2011, it is not like drop down list. If you click the lookup image on the lookup field then a new window will open. In the new window a list of records is displayed and user has to select the particular record by clicking on the check-box corresponding to it and then click OK Button. Finally the selected record will appear in Lookup field. DOM Structure of Lookup FIeld

问题 Is there any way to generate a mail merge document programatically via the Microsoft Dynamics CRM 2013? Trying to generate a mail merge document via a custom plugin in the back end. The merged document would then be sent to sharepoint. But... can't find a "Create Merged Document" feature in the CRM SDK, anyone know of a way of doing this? Thanks in advance! 回答1: This can't be done with Mail Merge documents insofar as the way they work with out of the box Dynamics CRM - you need MS Word

问题 I am using odata api, now I have an attribute on an entity that is an option select like : attribute name is : status values are: 1, 2, 3 names: done, progress, new the thing is when I am using postman to fetch metadata and all I get for the fields 'status' its that its type integer. Question how do I fetchj option names and values from metadata so I get values and names in response ? Currently I get this: <Property Name="status" Type="Edm.Int32"> <Annotation Term="Org.OData.Core.V1

问题 We are using MS Dynamics Crm 2016 Online, we are required to consume Azure Hosted WebApi from client side. We are trying to get data using ajax call.. the same code works for us outside MS Dynamics Crm but within Dynamics Crm we are getting Access denied error. We have enabled CORS in the webapi but we still experince this issue. It looks like it is something related to Dynamics CRM but we are not able to find the cause and solution. Below is the sample code which works outside MS Dynamics

问题 I was trying to create entity using Web API. So using my instance url, client_id, client_secret I can successfully generate access token and refresh token. But whenever I try to make any post request using that access_token, I get 401(unauthorized) status. I was trying to create new entity from postman like this: url: https://myurldomain.crm5.dynamics.com/api/data/v9.0/accounts headers: POST /api/data/v9.0/accounts HTTP/1.1 Host: myinstancename.crm5.dynamics.com Content-Type: application/json

问题 So there are a couple of similar questions, but all are using javascript, which isn't ideal as it requires the record to be opened / saved. So, how can you calculate age based off birthdate. There are 200,000 records this would need to be done on and it's using CRM 2015, so can involve calculated fields as well. It's going to be reported on in the background, so we can't use Javascript. Workflows are a possibility, but running them on 200,000 records daily isn't exactly elegant! Any other

问题 I am developing a tool that needs to read data from Microsoft CRM using the webservice API. I need to get all the members of a marketing list. I can get all the lists in the system using the webservice, but I can't get the members of a list. This is the query I have so far, which I can run, but it does not return any members: QueryExpression qe = new QueryExpression(); qe.EntityName = "contact"; qe.ColumnSet = new AllColumns(); var linkContact = new LinkEntity { LinkFromEntityName = "contact"

问题 I am new Dynamics CRM. My project includes form submissions and validations. I am planning to build a product using a React with Redux frontend and a service from CRM. What will be the best practice in CRM on Building CRM Web Resources Can anyone guide me? https://github.com/sonomapartners/web-resources-with-react import 'babel-polyfill'; import React from 'react'; import ReactDOM from 'react-dom'; import CaseSummary from './components/CaseSummary.jsx'; window.addEventListener('load',

问题 I used a lot of Plug-in code to implement business logic in CRM but now I've came up with this feature called Custom Workflow Activity. now i wonder When to use these custom workflows over Plug-ins ? 回答1: Code Activities are custom steps which can be inserted into one or many different workflows. Kind of "plugins" but used to be inserted in workflows. Workflows give you more feedback because they are represented visually in CRM, so non technical people can see the status of a workflow, and

问题 I have been able to create a contact in Dynamics WebAPI using a payload similar to this ... { "firstname": "asd", "lastname": "asd" } I have been able to create an Account entity in Dynamics WebAPI using a payload similar to this ... { "name":"SOLE TRADER ORG", "emailaddress1":"otbpostman1@post.com", "telephone1":"07188888" } and a Connection entity between the two as follows ... { "record1roleid@odata.bind":"/connectionroles(1EB54AB1-58B7-4D14-BF39-4F3E402616E8)", "record2roleid@odata.bind":