dynamics-crm

Is there any Common Way for updating status using c# in Dynamics CRM

我的未来我决定 提交于 2019-12-12 05:39:54
问题 I want to update the status using single common way in c#. For now I know about SetStateRequest but it did not change its status to any of status. e.g. If i want to change status to fulfilled for order or canceled for order then it requires FulfillSalesOrderRequest and CancelSalesOrderRequest .Like wise different different class for quote's status and others. So I want some common way for change status.If is there any solution please suggest me. 回答1: If you are on CRM 2015 Update 1 or later,

How to create a field of type “Customer” in Dynamics CRM 2011?

ぐ巨炮叔叔 提交于 2019-12-12 05:38:05
问题 There is a custom entity E . I would like to add a lookup field on E , a reference to a record of type Contact or Account (that is, a Customer/Party). For example, there is such a field on the Case entity, " customerid " (of type Customer). The alternative (which is what I would do on a 'plain' SQL database) would be to add two fields: ref_contact, ref_account. Thank you in advance! 回答1: you can't create lookup field to multiple entities in CRM. By default CRM has two specific multi-entity

Why Pre-Operation is used during Update a Plug-In

天大地大妈咪最大 提交于 2019-12-12 05:17:35
问题 In Microsoft Dynamics CRM Plug-in why at Event Pipeline stage of execution is used Pre-Operation for "Update" message while adding a step in a plug-In. could anyone elaborate this? 回答1: The plugin pipeline includes the following stages; pre-validation, pre-operation, and post-operation. Apart from a couple of exceptions these stages are always available. So for the update message the pre-operation is there because that is how the product is designed to work. In an update message the pre

How do we categorize/tag the notes in online Dynamics CRM?

流过昼夜 提交于 2019-12-12 05:16:42
问题 Main target: have project documents files attached to projects and be able to categorize documents across multiple projects. e.g.: A,B,C... type documents may belong to x,y,z... projects Tentative target : categorize/tag the notes and their attachments. In the latest online Dynamics CRM, we've got the Note entity For categoriz/tagg-ing , we've created a custom Tagging entity When we try to build any relationships, Notes is not made available At a very high level - categorizing/tagging looks

the given key was not present in the dictionary lookup CRM C# Plugin

你说的曾经没有我的故事 提交于 2019-12-12 04:57:48
问题 I have code to retrieve value from Lookup in CRM plugin using C#. It's simple, read guid from lookup then show it in exception. //Get ParentCaseID Guid HeaderId = ((EntityReference)entity["new_LookupTransactionHeader"]).Id; throw new InvalidPluginExecutionException(HeaderId.ToString()); In this code I just want to get guid from lookup, but when I run the plugin I got error like this. the given key was not present in the dictionary 回答1: The code should be self-explenatory: if(entity.Contains(

Query the Description Value of a Picklist in Dynamics CRM 4.0

自古美人都是妖i 提交于 2019-12-12 04:47:38
问题 I want to query the values from the different Picklist in Opportunity in dynamics CRM 4.0. I don't want to query the actual Opportunity, just the values from the Picklist. So if I have a Picklist called Source and it has the values of 1, 2, 3, 4, 5. I want to query the picklist and get back those values. Is this possible? If so, how in the world do you do it? I use Java (JAX-WS), but a .NET example is also welcome, due to the use of the same base entities. What I've tried. I've setup the

Query the Description Value of a Picklist

倖福魔咒の 提交于 2019-12-12 04:45:59
问题 I am trying to get the value from the Description field of a picklist in CRM, this is what I am using to get the Label value, how would I change it to get the Description Value? RetrieveAttributeRequest request = new RetrieveAttributeRequest(); request.EntityLogicalName = "opportunity"; request.LogicalName = "country"; RetrieveAttributeResponse response = (RetrieveAttributeResponse)orgService.Execute(request); PicklistAttributeMetadata picklist = (PicklistAttributeMetadata)response

Web Service Authentication to Online Federated Dynamics CRM 2013 from Java

谁说我不能喝 提交于 2019-12-12 04:40:07
问题 I am working on a Java program to integrate via web services with a Microsoft Dynamics CRM 2013 online version. Authentication is federated with a local IDP, not through Windows Live. I am having problems finding documentation on how to complete this. All of the non-.NET environment documentation I have seen does not show how to complete the integration in a Federated set-up. Is it possible to consume Dynamics CRM web services in this authentication configuration from Java? If so, any

Add AND statement to WHERE clause in FETCH XML?

一世执手 提交于 2019-12-12 04:31:10
问题 We have this below fetchXML, I have a quick question wondering how I add this and statement to the WHERE clause: and ip.pcssu_quantityavailable >= sod.quantity - sod.quantityshipped to the fetchXML? <fetch mapping="logical" version="1.0"> <entity name="SalesOrder"> <attribute name="ordernumber" /> <attribute name="statuscode" /> <attribute name="statuscodename" /> <attribute name="pcssu_stockavailable" /> <filter> <condition attribute="statuscode" operator="eq" value="141560004" /> </filter>

Setting BusinessEntity picklist value using CRM 4.0 webservice

寵の児 提交于 2019-12-12 04:25:01
问题 I'm trying to create an ImportMap object in CRM 4.0. I need to set the TargetEntity property which is a Picklist value. link text seems to imply that it can be done by using importmap map = new importmap(); map.name = "test map"; map.targetentity = new Picklist(); map.targetentity.name = "Contact" but this always seems to leave the target entity property as null. Any thoughts? 回答1: If its a pick list, you will have to provide the index value. Assuming that you have an enum called TargetValues