dynamics-crm

Dynamics CRM: Odata query that checks if the file attachment file name contains the unicode '#'

吃可爱长大的小学妹 提交于 2019-12-12 03:59:37
问题 Scenario: I have a custom entity with attachments in Dynamics CRM 2011. I want to query those attachments with file name that contains a hash tag ('#'). Say I have attached a few text documents. kdk#ie.txt, Report.txt, & k!ke.txt to the custom entity. Here are my results to my Odata query. Error Code: //ORGANIATION/XRMServices/2011/OrganizationData.svc/AnnotationSet?$filter=ObjectId/Id eq guid'{GUID HERE}' and IsDocument eq true and substringof('#',FileName) Return: Bad Request Because it is

How to allow file upload in Microsoft Dynamics CRM forms?

烈酒焚心 提交于 2019-12-12 03:41:52
问题 Under Project service: And under project template: There is a possibility of customizing forms in Microsoft Dynamics CRM, through Customize entity: Also, seems like we can add a new field as well: to forms: I see that there is no file field in the forms: Is there a way to allow file upload in Microsoft Dynamics CRM forms? Maybe programmatically? 回答1: If you have Notes enabled on the entity, you can upload files via the notes component on the form. To enable it, go to the entity customization

CRM Job Maintenance Logs in SQL Database

痴心易碎 提交于 2019-12-12 03:36:40
问题 We are managing our CRM 2013 (on-premise) maintenance jobs via the "CRM 2011 Job Editor" (downloadable from Codeplex here: https://crmjobeditor.codeplex.com/). We have set a reindexing job to run daily, however we would like to double-check if the job might not run on certain days due to errors or whatnot. Do you know if there are any written logs of the CRM maintenance jobs, if it's writing any history logs into the SQL database somewhere? I see from CRM Trace when certain performance task

FetchXML next page results

非 Y 不嫁゛ 提交于 2019-12-12 03:24:15
问题 I want to populate a grid with data from Dynamics CRM. I use fetchXML, to get for each page 10 records. I want to get to the next page, to retrieve the next 10 records. But this isn't happening, I'm using XRMToolbox to simulate the fetch query but it returns me the same results, regardless of the page attribute value. The fetchXML query is: <fetch version="1.0" output-format="xml-platform" mapping="logical" count="10" page="1" aggregate="true" distinct="false" > <entity name="webpage" >

Can I programatically refresh an Outlook entity view? (online 2013)

时间秒杀一切 提交于 2019-12-12 02:30:07
问题 Our setup is Outlook 2010 + CRM addin connected to a 2013 online instance. I have some custom ribbon buttons on the lead grid ribbon that manipulate selected leads. After certain operations, I would like to tell Outlook to refresh the current view as the operation has updated selected leads so they should no longer show in the current view. Currently, I have to explain to users that the view updates on its own schedule and they must manually refresh the view (View tab/Refresh button) if they

How to modify the filter criteria on a view of entity

旧街凉风 提交于 2019-12-12 02:25:52
问题 I want to modify the view of 'Activity' entity, opened the view and try searching for edit filter criteria option and it's not available on view form. please see below Can you please help to advice me on how I can add filter criteria for this view above. Or how to make it visible the option 'Edit filter criteria' on the form of a view. Any suggestion will be much appreciated. Welcome for any feedback... 回答1: I don't know any way to do that, but you can do your custom views and for example

Retrieving Records in Dynamics CRM after Logging in using AJAX jQuery

为君一笑 提交于 2019-12-12 01:39:40
问题 I can successfully reach XRMServices on ORGANIZATION_URL/XRMServices/2011/OrganizationData.svc/AccountSet?$select=AccountNumber and retrieve customer account number on a browser after logging in. However, there is an authentication service blocking this if I use AJAX. My code is as below $.ajax({ type: "GET", contentType: "application/json; charset=utf-8", datatype: "json", url: ORGANIZATION_URL+ "/XRMServices/2011/OrganizationData.svc/AccountSet?$select=AccountNumber,Telephone1,Telephone2

microsoft crm 2016 api version auto-discovery

江枫思渺然 提交于 2019-12-12 01:23:01
问题 I'm integrating with CRM through PHP and I use the API URL https://example.com/XYZ/api/data/v8.0/ which works well. My question is, will a future minor upgrade of CRM break this URL? E.g if it is upgraded to version 8.2, will /XYZ/api/data/v8.0/ stop working and I'll have to somehow automatically discover this by my PHP app which will from that point onwards need to use /XYZ/api/data/v8.2/ ? 回答1: When Microsoft publishes a new version of the API, they'll bump the version number, say api/data

how to match a input value with the regular expression in dynamics crm 2011?

我的未来我决定 提交于 2019-12-12 01:09:24
问题 At the contact form I have a field name as Extension (new_ext). and at the onChnage event I want to do check weather the user has enter the number or anything else. I have the following piece of code. function formatPhone(phonenum) { var ext =phonenum.getEventSource().getValue(); var reg = /^[0-9]$/; if(ext.match(reg)) { alert("Valid"); } else { alert("invalid"); } } It returns me always invalid even if I enter a letter or a number or both. I want to seek your kind suggestions and help

Subgrid: Restrict user to select only one record

ぐ巨炮叔叔 提交于 2019-12-11 23:14:00
问题 i have a subgrid on a custom entity form where i am showing related records for Case Entity. I want to restrict user to select only one record. How can i achieve this using javascript in crm 2011 回答1: Sometimes unsupported should be supported!!! Especially when one needs to go the whole distance to implement such trivial UI requests. The Subgird has all these nice methods that you can use that for some reason Microsoft insist on not exposing as SDK. That’s silly. I would also look for a