dynamics-crm

问题 I recently experienced an OptionSetValue behaving like an integer in a method of my plugin. Previously, and with all other OptionSetValues, to retrieve the integer value, I have used the pattern: localIntegerVariable = (new_myEntity.GetAttributeValue<OptionSetValue>("new_myOptionSetAttribute")).Value; That no longer works in the one of the methods of the plugin. If i treat it like an integer, it works. localIntegerVariable = (new_myEntity.GetAttributeValue<int>("new_myOptionSetAttribute"));

问题 I'm recently developing a CRM application using Microsoft Dynamics 365. How do we customize the menu tab in Microsoft CRM as shown in attached Figure? Please let me know the steps to do so. Please check snap here. 回答1: Download the Ribbon Workbench from Develop1. The download is a managed CRM solution which you import into your CRM environment. The solution provides a great and intuitive interface for editing ribbon bars throughout your CRM organisation. 来源： https://stackoverflow.com

问题 Is there an action to programmatically share (GrantAccess) a phonecall activity to other user (systemuser) through Dynamics CRM web api (v8.1) ? As far as seen only samples is through organization services. 回答1: GrantAccess message will be available in v9.0 web api. MSDN declared this as limitation as of v8.2 webapi. Missing functions and actions for some organization service messages The following table lists the messages that don't have a corresponding function or action after December 2016

问题 Let me explain the big problem Is there a way to apply categories/tags to a project in Dynamics CRM? We wish to group sets of projects in categories. e.g.: Client A project Client B project Client C project and so on... I've tried to find possibilities however there doesn't seems to be a nice solution. Any suggestions? 回答1: It depends on what type of categorisation you are trying to do. If you are wanting to group by a defined list, that does not look likely to change then you could do this

问题 I want to create two views. - One view showing all accounts having contacts. It is easy. I don't have any issue with this. - Second View Showing All Accounts don't have any contact. As we can't specify such condition for second view in advance find. Is there any way we can achieve this using Views? I don't want to create SSRS report or any custom Development. Please let me know if this is achievable. 回答1: You can achieve this only by modifying the Account entity customization xml. Create a

问题 I have two subgrids on my dashboard which are vertically aligned. I am able to hide or show either subgrid, however when I hide the top subgrid, the bottom grid does not move to the top, there is an empty space where the grid use to be. I would like to both grids appear in the same location on the page as they are shown or hidden. I have the code below to hide/show: setVisible('subgrid1_d', false); setVisible('subgrid2_d', true); function setVisible(id, show){ if (show == true) $('#' + id)

问题 In my Microsoft CRM I need to create a clone button that copies a lead as is so my users can modify few data in it then save it. I succeeded in adding the button to the ribbon and cloning my lead as set by the code below: Webresource: <RibbonDiffXml> <CustomActions> <CustomAction Id="My.MSCRM.incident.form.Clone.Button.CustomAction" Location="Mscrm.Form.incident.MainTab.Collaborate.Controls._children" Sequence="0"> <CommandUIDefinition> <Button Command="MSCRM.incident.form.Clone.Command" Id=

问题 We are trying to change Button Visibility Based on User Role. Added Custom Security Role, Assigned roles to Users from Dynamics 365 environment . Custom Security roles Assigned These roles to Users via Manage Roles option. Manage User Roles How can we get Role assigned for CurrentUser in Powerapps Environment? Only 3 attributes(Email,fullName,Image) are available for User() object. Tried using Dynamics 365 Users, Security roles etc into Datasource. Also tried by adding Users entity into

问题 I'm trying to use the Search Function (https://msdn.microsoft.com/en-us/library/mt608029.aspx) via the Dynamics CRM 2016 Web API. This is my code: var start = new Date(2016, 2, 1, 17, 0, 0); var end = new Date(2016, 2, 10, 18, 0, 0); var request = new Object(); request.AppointmentRequest = new Object(); request.AppointmentRequest.SearchWindowStart = start.toISOString(); request.AppointmentRequest.SearchWindowEnd = end.toISOString(); request.AppointmentRequest.ServiceId = "5f3b6e7f-48c0-e511

问题 I am working on a custom entity on dynamic 365. This entity is manipulated on Dynamic 365 Portal using web forms. Whenever I am creating a record in the entity, it is showing "System" in out of the box "Created By"column. Can anybody tell me what is the reason behind it? 回答1: As explained above, the owner of a record in CRM is a lookup field to systemuser entity. The portal user is actually a contact , therefor can not be assigned as record owner. 回答2: Owner, createdby, modifiedby = CRM Login