dynamics-crm

问题 Context I can successfully call Actions using ExecuteWorkflowRequest where the called action has no parameters: var request = new ExecuteWorkflowRequest { EntityId = myEntityId, WorkflowId = myWorkFlowId, }; service.Execute(request); where action is a simple workflow, with Category "Action". However I can not call Actions with parameters. What I've tried so far: string myParameter = "Hello"; var inputArgumentCollection = new InputArgumentCollection(); inputArgumentCollection.Arguments.Add(

问题 I have a lookup field which shows a lookup for 4 entities. So, I have added the PreSearch Filter to filter only the contacts when I click on the field. But, when I click on Look for more Records , I want the search to be made only on Contacts entity. I want to see only Contacts entity on the following image : Is it possible? 回答1: It’s not possible to hide those related entities from the list. But we can disallow the users to choose any other unwanted entity records in that lookup. We have to

问题 My goal is simple. Using the Dynamics CRM 2013 API and given a url, user name, password, and domain, how can I check that the values are valid? I have a custom application that will be using the API. I have a setup screen where the user will enter the URL, user name, password, and domain. I also have a button called “Test Connection” that will verify that it can connect using that information. Here is the logic I am using to create the connection: string connectionString; if (_crmDomain != ""

问题 I am creating a view and have tried to get the correct search created, but the results are unexpected. Basically I need to find all records that have been created in the last x months. I created my query: <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"> <entity name="new_object"> <attribute name="new_name" /> <attribute name="new_dateactivated" /> <attribute name="new_currentstatus" /> <attribute name="new_contactid" /> <attribute name="new_accountid" />

问题 I am trying to deploy a plugin to an on-premise Dynamics CRM 2011. The plugin does not do anything, it is simply an empty Execute method attached on the Post-Process event of the Account entity. My plugin looks like this: namespace CrmDemo.Plugins { public class PostAccountCreateDetail: IPlugin { public void Execute(IServiceProvider serviceProvider) { } } } The plugin registers fine; here is what the registration screen looks like: When I create a new account, I receive the following error:

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

问题 Can we have any alternative way to make run-able the custom Workflow activity in Workflow steps. All the time what I do is register the dll using Plugin registration tool and then restart the server. Then only we can use the custom workflow activity on Workflow. I have tried after restarting the IIS and hoping so it'll be done but no luck. All the time restarting server should not be any solution. Is there any alternative way for it please suggest. All you are suggestion would be greatly

问题 Since the suggested way of storing plugins in MS CRM is via the CRM database, I figured it's about time to do something about the method I'm currently using, which is storing the DLLs on the disk. The trouble however is that I don't know how to embed all the other various bits that are needed by the DLL: the localization resource files (which are kept in another folder) and some referenced DLLs from the latest SDK (which had to be manually placed in the bin\assembly folder). At this point, I

问题 What is the recommended and supported way to style CRM web resources to look consistent with regular CRM forms, views and dialogs? Presumably you would not reference the same styles that CRM is using as that would be unsupported, however are there a set of styles that can be referenced out-of-the-box to save time over writing yourself. 回答1: It's not CRM specific, but if you are looking into a framework, OfficeUI fabric might be a good choice or starting point: http://dev.office.com/fabric And

问题 I have an account entity in my Microsoft Dynamics CRM and the every account I have folder in Sharepoint which contains documents of this account I want to create app on c# using Web Services CRM IOrganizationService to Add Documents in SharePoint. it's possible ? Please any links to do that. I need to help. thanks in advance 回答1: from your Question what is understood is that you have setup SharePoint in CRM Document Management System . You must have enabled Document Location for Accounts in