Questions tagged [dynamics-crm]

Microsoft Dynamics CRM is a multilingual Customer Relationship Management software package developed by Microsoft. It has built in support for Sales, Marketing and Service. It can be used as an xRM platform.

0
votes
0answers
10 views

import data using custom workflow and action mscrm

Can we import data using custom workflow and action in mscrm? is possible to call action on button click and pass excel sheet as input so that we can read excel and created records according to it. ...
0
votes
0answers
16 views

NullReference exception inside RetrieveMultiple (MS CRM SDK) [duplicate]

I'm getting a strange NullReference when executing RetrieveMultiple in MS CRM 365 (online). Unfortunately, the exception doesn't happen always, so it's hard to reproduce. The logs I was able to get ...
0
votes
0answers
18 views

Dynamics 2011 CRM Org Service Authentication Failure

Update: I can make this work by using the DisableLoopbackCheck, but I'd prefer a solution that does not require switching off security features. Getting an error connecting to Dynamics 2011 CRM ...
0
votes
1answer
21 views

Custom Workflow that reassigns owner has suddenly stopped working

I have a workflow that reassigns the owner based on a field called "QuoteWerks Prepared by". I cannot seem to post a screenshot in StackOverflow, so please see screenshot in my post in another forum ...
0
votes
3answers
29 views

How do I get WorkFlowActivityBase class in Visual Studio?

I am creating a custom workflow in Microsoft Dynamics CRM to automatically update a field when a record is saved. A developer on a forum provided the following source code; but he is not responding ...
0
votes
2answers
22 views

How to calculate grand total of total values using FetchXML

I am new to FetchXML but enjoying the experience thus far. I have a report I am working on and I would like to get a grand total. The grand total is meant to be a sum of the results of row totals. I ...
0
votes
1answer
29 views

QueryExpression in a field that shouldn't be null and has particular value

I am trying to write a QueryExpression in C# using the CRM SDK. Where I have a main query and some entities to join. My issue is that 1 of the entities that I join to has a field that I need to filter ...
0
votes
0answers
90 views

After upgrade from Dynamics CRM 2011 to CRm 2016 experiencing weird issue with forms and plugins

Client company just upgraded to 2016 from 2011. I've been testing the plugins to make sure they all still function and I've finally (after much frustration) figured out what is happening, but no idea ...
0
votes
1answer
21 views

FetchXML to sort Activity based on Activity status Text

I need a fetchXML that can sort all activities based on Activity Status option set Text. My FetchXML <fetch top='5000' > <entity name='task' > <attribute name='activityid' /> ...
0
votes
1answer
20 views

Is there an API to link CRM to Azure DevOps

We are in the process of implementing Microsoft CRM and already use Azure DevOps. Is there an API that links CRM to DevOps?
1
vote
1answer
22 views

Quick Search do not retrieve “can not find” recently added records

I am working on CRM dynamics 2015, recently we became unable to find contacts that are created recently on CRM via "Quick Search", but we manage to find them with "Advanced search". in the other hand ...
0
votes
0answers
8 views

Find all Workflows using Document Templates

Workflows can create Document Templates via the SetWordTemplate Action. How can I find all Processes (Workflows / Actions) that use this Action? or even better, how can I find all Processes that use ...
0
votes
1answer
39 views

How to find child references for a specific entity record?

I can only distinguish parent references based on the data from the entity record I have retrieved. The question is how to list all child references for a specific entity record? I have an account ...
0
votes
1answer
15 views

How can I Create Geo Log Entity for every login in of the User (systemuser)?

I want to create a record of Geo Log entity for every login of the user in CRM. So, I want to take the IP Address, Browser, Operation system, Longitude, Latitude, ect. for every login of the user in ...
0
votes
1answer
13 views

Can I create a Power Geo Logging Configuration Entity (powergeologgingconfiguration) in CRM automatically when the user in logged in?

I want to create a powergeologgingconfiguration entity when the user is logged in the crm. I don't want to do this with plugin or with something else. I am not finding even enough information for ...
1
vote
1answer
27 views

Can I register a plug-in on the user login event in Dynamics CRM?

I want to register a plug-in in Plugin Registration Tool when a user logs in to Dynamics CRM. For this I don't want to use Audit. I want to catch the login event directly. If this is not possible, is ...
0
votes
1answer
23 views

FetchXML Query to fetch columns from multiple Linked Entity

Scenario: There is a portal which shows data in grid and this data comes from Dynamics 365. Being Dynamics developed I have been requested to provide a query which will show data in below format for ...
2
votes
1answer
34 views

CrmServiceClient cannot be instantiated

We have a situation where the CrmServiceClient class cannot be instantiated, with an 'Object reference not set to an object' error coming from deep within the bowels of the constructor. I've also ...
0
votes
2answers
34 views

For Dynamics CRM 365 Security Roles what Does Append and Append To Mean?

In Microsoft Dynamics CRM 365 the security roles have an "Append" and "Append To" rights. What does "Append" and "Append To" mean and what is the difference between them? I googled for the answer, ...
0
votes
1answer
20 views

How to unmerge records which are merged from D365 OOB feature?

How to unmerge records which are merged from D365 OOB feature? Is there any custom code solution ?
0
votes
1answer
30 views

How to update the record in an azure function triggered by a webhook?

I have an Azure function triggered post creation of a record in Dynamics 365 CE. The azure function and Dynamics 365 CE are integrated by a Webhook registered via the Plugin Registration. What is the ...
0
votes
1answer
34 views

how to pass softcoded element to crm web resource script

I'm having trouble passing in the name of an element into a Dyanamics CRM web Resource javacript. This code works: function OnFormLoad() { var subGrid = window.parent.document....
0
votes
1answer
36 views

Building CRM Web Resources with React

I am new Dynamics CRM. My project includes form submissions and validations. I am planning to build a product using a React with Redux frontend and a service from CRM. What will be the best practice ...
0
votes
2answers
42 views

How to retrieve CRM dyamics account record from contactId

I am building a dynamic form where user can select any entity and its fields. and if field is lookup, user can select field from look so far it is working fine except for contact/account. When I get ...
-3
votes
0answers
27 views

I need to change this field from “in work” to “Agreed.”

I have the pg_agreement entity and in it the pg_status_agreement field. I need to change this field from "in work" to "Agreed."
1
vote
1answer
13 views

How to identify an entity has quick create form enabled or not by Javascript?

I have some code below by which I am opening quick create form for entities if enabled but if not enabled I want to open in new window. I need to identify the entity has enabled quick create form or ...
0
votes
1answer
29 views

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 ...
0
votes
2answers
18 views

Quick create form doesn't show for task, appointment entities

I don't see task, appointment entities are not in the list of quick create form when click on (+) button though quick create form enabled from entity definition even quick create forms also available ...
2
votes
0answers
32 views

How to update the ActivityParty of an existing appointment using dynamics 365 webapi v9.0

I would like to update the ActivityParty of an already existing appointment in dynamics 365 9.0 using the webapi v9.0. My goal is to update the required attendees and the optional attendees field. I ...
1
vote
1answer
36 views

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 behavior ...
3
votes
2answers
23 views

How to obtain newly created entity without extra IOrganizationService call in Microsoft Dynamics CRM 2011?

I work with Microsoft Dynamics CRM 2011. Another service communicates with CRM via IOrganizationService. In order to improve performance, I want to reduce the number of distinct calls. Particularly, I ...
0
votes
1answer
17 views

Microsoft Dynamics CRM Unique Nonclustered Indexes

I've inherited a Dynamics CRM system at work, running: Version 1612 (8.2.2.112) (DB 8.2.2.112) on-premises. We're in a situation where duplication seems to be happening intermittently via failed ...
0
votes
1answer
18 views

executed an SSIS package from Dynamics CRM

I have an SSIS package that updates my CRM (Dynamics CRM 365). I want my package to run every time the user performs a well defined action in the CRM.
1
vote
1answer
18 views

Insert new contact

I m using https://github.com/AlexaCRM/php-crm-toolkit to send data from a form to an entity in CRM I want to add a product id from entity 'new_produituic' to 'contact' entity <?php require '...
0
votes
1answer
6 views

CRM 2015- The communication object, System.ServiceModel.Channels.ServiceChannel, cannot be used for communication because it is in the Faulted state

I am getting this error for all plugins - The communication object, System.ServiceModel.Channels.ServiceChannel, cannot be used for communication because it is in the Faulted state. I have tried ...
0
votes
1answer
19 views

How to select last n historic records per item using Query Expressions

I need to use Microsoft XRM sdk Query Expression to query a SQL database through windows service and I came across a requirement which I must select last n history records per item which translate to ...
0
votes
2answers
24 views

Getting error there is no entity map defined for the given entities

I am getting error when trying to open quick create form for 'appointment' for parent entity 'account'. Below is my code which I am trying to implement. Not sure where I am doing wrong: let parent = {...
0
votes
3answers
40 views

Refresh Parent Form after Quick Create in Dynamics CRM 2016

In Dynamics CRM 2016 we have a Quick Create Form which works well. But once the Quick Create is done, and the record is saved (and the new record appears in the sub-grid in the parent form), the roll-...
0
votes
0answers
13 views

Is it possible to track Outlook emails into Dynamics 365 automatically using a NodeJS server?

Due to politics at work our staff are forced to use the older 'Dynamics 365 Addin for Outlook' (which at a time was deprecated by Microsoft) to track emails. Outlook frequently disables this Addin on ...
1
vote
2answers
19 views

Set Regarding in Dynamics 365 App For Outlook

I have the functionality to send an email when the case is created in Dynamics 365 and the regarding is set as the Case which is created. But in Dynamics 365 App for Outlook, I don't see the ...
2
votes
4answers
61 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 ...
0
votes
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?
1
vote
1answer
23 views

Alexa CRM how can i add data to different entities

I'm using https://github.com/AlexaCRM/php-crm-toolkit to send data from a form to an entity in CRM. With normal fields it's okay but when I want to add 'new_produit_demande' it's gives error because ...
0
votes
1answer
20 views

How to specify proxy details when calling to dynamics CRM Web Service from Console Application

I am new to Dynamics CRM web services, I want to consume web service from a console application, it's working from my local but when it goes to production server it's not working as the production ...
1
vote
2answers
51 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 ...
0
votes
2answers
39 views

I am unable to parse an HTTP response body from Dynamics CRM, it keeps returning as unicode characters

I am unable to get the data in the response of my HTTP GET request to Dynamics CRM in a format that is readable. It always returns as unicode characters (ie.body:'\u001f�\b\u0000\u0000\u0000\u0000\...
1
vote
1answer
18 views

How to show alert or any message using liquid in Dynamic 365 portals?

I want to display an alert message or output using the liquid in the Dynamic 365 portal, Any command to show a message in the output using the portal liquid ??
7
votes
1answer
160 views

Cannot create product price levels when creating price level

I'm trying to create a Price Level Object in Dynamics CRM through the api. While I'm creating the Price Level Object (Price List) I want also to create Product Price Levels (Price List Items) with a ...
0
votes
0answers
39 views

How to understand the error log and how should i fix it?

I wrote a post operation plugin to create a planner plan whenever an account is created in Dynamics365. I used the Microsoft graph API's to call the planner API, but I got this error and am unable to ...
1
vote
1answer
11 views

How to promote personal dashboard to global dashboard?

A business user has created a personal dashboard which is now become main dashboard for the company. I have a request to make this personal dashboard a global dashboard. I have tried all options I ...