dynamics-crm

MS Dynamics: retrieve the schema of entities to use it in SOAP?

大城市里の小女人 提交于 2019-12-13 05:09:14
问题 I'm trying to add some entities via a SOAP client, to MS Dynamics (online). My client is not a Microsoft client. Do you know a way to retrieve the schema of Entities like Account, Prospect etc... I would like to know how . I really need to know it , for integration with different installations of Dynamics. I'd like to know the fields and when to put a String a Boolean etc. I use a Demo instance of MS CRM online, from scratch, I did not change anything Thanks!! 回答1: You can get metadata about

CRM 2016 Quick Find View not finding active records

人盡茶涼 提交于 2019-12-13 05:06:31
问题 We are having a bizarre issue with our 2016 on-premise CRM Quick Find View. Basically, we are not able to use Quick Find View to search for some active records (incidents to be exact). When we go to the incident's All Active Incidents view and use the search bar (which uses Quick Find View), we are able to search for some active records, yet are unable to search for some others. We have configured the incident's Quick Find View to search in columns such as ticket number and title. I have

How do I remove Dynamics CRM sitemap customizations?

不羁的心 提交于 2019-12-13 04:32:24
问题 I've got a managed plugin that I can install / uninstall from Microsoft Dynamics CRM. Within the plugin's customizations.xml I have included a small section of Sitemap customizations, particularly an additional group and added to the sidenav area. The issue that I'm running into, however, is that the sitemap customizations do not get removed when I uninstall the plugin. The additional group remains as part of the sidenav area, though now it causes sitemap errors because the necessary

How to ignore NULL Value in CRM lookup field?

老子叫甜甜 提交于 2019-12-13 03:58:45
问题 I have the following code setup onLoad to generate a banner on a 'Shipment' record whenever the associated Account is marked as "Service Watch". The code currently functions, however it's generating an error alert "unable to get property '0' of undefined or null reference" . This error occurs when the user is creating a new Shipment record, as the Account field doesn't have a value yet. How can I configure the code to ignore a NULL value in the Account field? function checkServiceWatch() {

2013 Microsoft Dynamics CRM - Change forms using JS

让人想犯罪 __ 提交于 2019-12-13 03:48:16
问题 I've got a custom entity that has multiple forms. To create a new form, this is done via a sub-grid. The user just clicks the plus button on the subgrid. This populates certain fields on the form. I want to be able to change to a specific form, and pass the data that is populated into the fields across. Currently, I've used the Xrm.Page.ui.formSelector library to switch between forms based on when the entity is in create mode. I use this to switch between the forms: Xrm.Page.ui.formSelector

Azure function error: Could not load file or assembly 'Microsoft.Xrm.Sdk, Version=7.0.0.0'?

谁说我不能喝 提交于 2019-12-13 03:34:57
问题 I m doing a azure function and testing it locally where it will add some data to Dyanmcis CRM. When I run function it throw this error: Could not load file or assembly 'Microsoft.Xrm.Sdk, Version=7.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' or one of its dependencies. The system cannot find the file specified. Please note my code uses Microsoft.Xrm.Client(version 7) and it has Microsoft.Xrm.Sdk (version 8.1.0.235). Please help. 回答1: The problem is due to the missing assembly

Using URL redirect instead of input param for WCF service

时光总嘲笑我的痴心妄想 提交于 2019-12-13 03:34:30
问题 While investigating the Organization.svc in Dynamics CRM, I found that it is using URL redirect for changing the Organizations. That means for each Organization it simulate URL to access Organization.svc. There is just one SVC file but multiple URLs to access it e.g. Organization Org1 will have URL http://CRMserver_name/Org1/XRMServices/2011/Organization.svc and Org2 will have http://CRMserver_name/Org2/XRMServices/2011/Organization.svc I was wondering if there is any benefits for doing this

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

Dynamics 365 and Azure integration

血红的双手。 提交于 2019-12-13 00:43:51
问题 I am building an app for Dynamics 365. The app should trigger on lead creation, make an HTTP call to an external service, get some data, update the lead with the new data. I would also need to update single and a batch of leads ad-hoc when needed from my service by making an HTTP call to the data API from my side to the customer's instance. This app should be installable and ran on a customer's instance of Dynamics. From what I gather, one way to do this is to use Azure "Wep API" app and

How to get notification of workflow errors?

我是研究僧i 提交于 2019-12-12 23:36:11
问题 I am having issues were a workflow is stalled because there is an issue with sending an email (send email activity). Typically, this is simply solved by resuming the workflow. I'm wondering if there any way to react to a workflow error, so the user knows they need to go in and resume the workflow. I'm also wondering about this relative to a workflow that is attempting to assign a task to a user who no longer exists in the CRM or one that has an invalid email address, which I'm assuming would