Questions tagged [dynamics-365]

Use this tag for questions related to Microsoft Dynamics 365, which is wider umbrella to bring CRM, AX, PSA, HR, etc together.

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Creating Incident using Xrm.WebApi.createRecord fails if you don't do an alert() first

I have a small method that creates an Incident record using Xrm.WebApi.createRecord function createChangeRequest(emailData) { var createRequestObj = null; try { //create CR object ...
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1answer
30 views

In How can I intercept/replace the New button click on the sub-grid?

Let's start by establishing that some of the D365 out-of-the-box functionality can be a little clunky at times. For 1:N relationships, when you press the "+ New" button on the sub-grid the ...
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2answers
41 views

How to find out which Entity in Dynamics CRM is system?

I am using the request to GET "/api/data/v9.0/EntityDefinitions" to list all the entities that are present in Dynamics. But the problem is that I cannot find which field indicates that this entity is ...
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1answer
18 views

How to Send export excel or CSV in email from MS Dynamics 365?

Everyday I am downloading report in excel exports from Dynamics 365 manually. Is there anyway I can setup a flow setting so that I will get email that report on everyday basis?
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2answers
47 views

How to find which entity that a security privilege is related to?

I'm modifying the security roles of a specific user to give him as minimal access as possible to do certain stuff only (assign security roles, create workflows, etc.) How can I determine the entity ...
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2answers
41 views

How to create Entity record with the predefined Id?

Is it possible to recreate the entity record with the predefined Id? The purpose of this question is to figure out how to create the entity record with the id you have provided. For example when I ...
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0answers
16 views

Why do I keep getting “The Value expression used in textrun returned a data type that is not valid.” error?

My expression includes the .Value extensions on each of my fields and my assumption is that they are all the same "lookup" data type. As such, I cannot understand why I keep getting an error The ...
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1answer
18 views

Resetting vs Deleting

When is it appropriate to delete an instance vs resetting it? From my understanding, deleting an instance removes it completely. Resetting it does the same thing as delete except "reprovisions" it. ...
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1answer
25 views

“How to embed resources” or “How to access a Resource”

I am struggling with embedded resources or resources in general with Dynamics365. My goal is to add a xml-file as resource to a model and use that resource in some testcode. I tried to add the xml as ...
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0answers
27 views

How to get item attributes via api?

We are using cloud Dynamics 365 Business Central and trying to get items with all attributes via OData. In Microsoft documentation we found this endpoint: api.businesscentral.dynamics.com/v1.0[our ...
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0answers
25 views

Web API Quick Start Sample

I'm working on integration with Dynamics 365 and following the Web API Sample (C#). While this works, there are two issues with the sample that I'd like to understand how to deal with. First, the ...
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1answer
26 views

Dynamics 365 9.0 Plugin Development, Assemblies & .NET Framework Version

I'm trying to build and register a simple plugin library, to a Dynamics 365 9.0 on-premises installation. I'm referring to CRM SDK libraries v9.0.37.958 Just wrote something very straightforward; ...
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2answers
24 views

How to “Pass configuration data to your plug-in” and what's the purpose of the same ? Any real time scenario with example?

What's the use of passing configuration data to plugin and how to do this ? https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/write-plug-in Pass configuration data to your ...
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0answers
27 views

How to translate MultiSelect Option Set Options?

I've created a MultiSelect Option Set field in the case entity with multiple options. My D365 environment has 3 languages set up and I want to translate those options for these languages. When I ...
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0answers
21 views

Dynamics CRM CI processes - solution “delta import” flow?

We’re having the following CI process in our CRM Dev environment: We have common CRM environment which is used for customizing system. Plus, many development virtual machines (each of them has their ...
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0answers
23 views

How can I get OAuth Access Token for Microsoft Dynamics 365 V9 using a netcore API

I have a Aspnet Core API thats trying to connect to a Microsoft Dynamics 365 instance. The goal is to push data to the CRM Instance using an API. In order to do this, I have a CRM User and a Pass and ...
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1answer
16 views

Dynamics 365 (crm) Import Calendar rule for Holiday Schedule from one system to other

I have created Holiday Schedule Record in OrgA. This Record is created under Entity "calendar". I could move this Record using XrmToolBox Data Transport Tool. Inside (Related) to Holiday Schedule ...
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2answers
14 views

Permissions Error When Viewing Records Even with an Organization Level Read Privilege

I have a security role assigned to a user. This security role has organization level READ access to almost all of the entities in CRM. When the user opens the contact entity, he is able to view the ...
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0answers
28 views

How to install Dynamics365 CRM on-premises in Azure IAAS Two-Tier Single Server architecture

I want to install Dynamics 365 on-premises in Azure IAAS ,with a 'Two-Tier Single Server Configuration' Architecture, (VM for Dynamics 365 server and VM for SQL Server). And I want to know if you ...
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1answer
32 views

OrganizationServiceProxy cannot be initialised after dlls are merged using ILMERGE

I have created a windows form application in C# (.NET 4.6.2). I am using the below piece of code to connect to Dynamics 365 online: ClientCredentials clientCredentials = new ClientCredentials(); ...
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1answer
18 views

How do i retain parent values when using Save & New Button

I have enabled the SaveAndNew button using Ribbon Workbench but users are requesting that the related forms retain certain values from the parent record when a new form is created. Is there a way ...
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1answer
34 views

Translation class for plugin custom exception message

I want to create an class which translates my plugin custom exception messages. I was able to achieve this for javascript with the below code : LocalizedLabels: { AlertMessages: { ...
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0answers
11 views

Hiding account form Open Org Chart in Dynamics 365 unified interface

I'm using Ms Dynamics 365 online Version 9.1.00004626 for customer engagement. On entity "account" form command bar in UCI, i have a button named Open Org chart this button doesn't appear in web ...
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0answers
25 views

Alternatives to creating manifest.json in dynamics 365

When trying to connect my Dynamics 365 with Google Firebase Cloud Messaging I came to this paragraph: You'll need to add a web app manifest that specifies the gcm_sender_id, a >hard-coded value ...
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1answer
20 views

D365: Hide specific field(s) on contact “merge record” popup form

I want to customize the below merge record form. It should hide the specified field and I should be able to enable those fields from JavaScript. My question here is Is it really possible to ...
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1answer
49 views

How to enable change tracking for ALL entities in Dynamics 365?

I am trying to replicate Dynamics 365 in an Azure SQL database (https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/replicate-data-microsoft-azure-sql-database#create-an-export-...
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1answer
19 views

Get Token without pop-up using ADAL.js in Dynamics 365

I am trying to get the token from JS using ADAL.js for authentication. In the below code, I am trying to get the cached user and token. If the user and token is not cached, I open a pop-up to a ...
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0answers
24 views

how to test install dynamics 365 app developed?

i've created D365 app and I've bundled my managed solution as per https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/publish-app-appsource. Now I've put the app in storage ...
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4answers
67 views

How to create a custom notification in Dynamics

I am looking in to creating a notification function in Dynamics 365, and to find the best solution, I have began with searching for the possibilities (Javascript/C#/All others). Example: Sending a ...
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0answers
13 views

PostOperation Create Plugin needs to perform InitializeFromRequest and spits “Record does not exist”

I have a plugin developed (Post-Operation, Create, Sync) which grabs the Target and invokes InitializeFromRequest to create another record derived from the one being created. Here is the stripped-...
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3answers
23 views

Buttons in a view in Dynamics 365

I am new with Dynamics 365 and are not sure of how I can achieve this. I am looking into having some buttons in a view. Maybe a view isn't the best way of doing it, but what I want to do is to have a ...
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1answer
18 views

Dynamics CRM v9.0 getIsDirty not giving refreshed value

I am using dynamics CRM version 9.1.0.4435 online . I am facing issues while using formContext.data.entity.getIsDirty() in Save event. In CRM version below then 9.0, Xrm.Page.data.entity....
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0answers
30 views

Cannot call own method on class extension where main class extends from FormTemplateControl

In D365, on my dialog form with a Dialog - Basic pattern, I'm using a Retail Matrix element (I've named it VariantMatrix): This element uses the class RetailMatrix which extends from ...
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1answer
15 views

Delete data from D365 in Batch Request, getting the error 'Content-Type' Header is missing

I am trying to create an Azure function to delete some data from a Dynamics 365 CE instance. The plan is to use the D365 WebAPI and the Batch Operations request to establish this. Currently ...
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1answer
20 views

Field or property “StorageMetrics” does not exist." Microsoft.SharePoint.Client.ServerException

I have an issue with SharePoint 2013 (Version 15) and Dynamics 365 OnPrem. I have integrated the two systems to enable document management. All seemed to work fine, the scenario is that an Email in ...
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1answer
26 views

How do I create Dynamics 365 Users with License through dot net

I have Created an User with a Business Unit for Dynamics 365 through .net core console application. But wondering how to create license for that user from the console application. I have tried to ...
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1answer
44 views

Dynamics 365 unified interface filtering views by date

We are using Dynamics 365 V9, in french language. In the unified interface, the filtering of views by date does not work: for example, if we filter the Leads by the second of May (in the date picker) ...
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0answers
96 views

An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail

When I try to execute a CRM CRUD operation using a Console App, I'm getting the following error: System.ServiceModel.Security.MessageSecurityException   HResult=0x80131501   Message=An ...
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1answer
32 views

Dynamics CRM word template - inserting an image

In dynamics CRM (365 V9), I would like to insert an image in a word template. The source of this image is the entityimage field of the record (the image on top of the form). The problem is that this ...
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14 views

Dynamics CRM - QueueItem - Pick - Confirmation

Select one or more queueitems from the list of queue items. Check if 'Worked By' field in the selected items already has a value If so, in the 'Pick' modal dialog box, warn the user that the 'Worked ...
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2answers
19 views

Contacts and Activities “duplicated” with new IDs long after original is created

In dbo.ContactBase and dbo.ActivityPointerBase the same records are clearly being inserted multiple times long after the original record was created. We have noticed that the issue has gotten much ...
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1answer
34 views

Having multiple solutions, one with a dependency and one without

I have come up with a solution which is independent of any dependencies, now I want to extend this solution with Click Dimension. My goal is to have two solutions : Base solution Base solution with ...
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1answer
20 views

Create CRM entity record with Async approach

I need to create CRM entity record asynchronously. I have implemented multi threading in my code and each thread will be responsible to create an entity record in the CRM. Right now due to the ...
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1answer
57 views

GET request to REST API in CRM Dynamics 365

I am attempting to use "R" to pull an entity table from our CRM Microsft Dynamcis 365 using the REST API and a GET request from the "httr" package. When I enter the endpoint url directly into the ...
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0answers
29 views

How to wait for particular notification in Microsoft Dynamics 365?

I want to wait till a notification appears on screen in Microsoft Dynamics 365, I have tried multiple options, but failed. I am sharing the code of what I am doing right now and also the HTML of ...
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1answer
56 views

Certificate used for S2S authentication of Dynamics 365 for Customer Engagement Onpremise with Exchange Online has expired

I have the following error: Certificate used for S2S authentication of Dynamics 365 for Customer Engagement Onpremise with Exchange Online has expired Has anyone had this error before? Can you ...
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1answer
221 views

Is there a way to bypass the updated Dynamics 365 web API limits on concurrent queries

The Dynamics 365 Web API throws the following error when I am trying to migrate multiple batches of records to the CRM: Combined execution time of incoming requests exceeded limit of 1,200,000 ...
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1answer
57 views

Need help fetching CRM Record ID from response given by Dynamics 365 Web API after batch Inserting records

I am inserting records using the Dynamics web API batch insert operation. I am using the patch method and inserting on the alternate key. The response that I am receiving from the CRM is (response....
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0answers
36 views

Dynamics 365 Unified Interface editable subgrid not showing error message coming from Canceled step of any workflow

We have a workflow being called through an editable subgrid. We are sending a message when the workflow gets canceled. This is working perfectly in classic interface but not in Unified interface. ...
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0answers
145 views

Could not load type 'System.Security.Cryptography.SHA256Cng' from assembly 'System.Core, Version=4.0.0.0, Culture=neutral, PublicKeyToken='

I was trying to connect my .NET Core Web app with a Dynamics 365 API. I used a method called Auth. This method reads from dynamics 365 based on a query given as a parameter. public static async Task&...