Questions tagged [dynamics-crm-365]

Microsoft Dynamics 365 is Microsoft's latest a multi-lingual Enterprise Business Solution (CRM + ERP). It makes use of Apps to segregate Sales, Marketing, Customer Service, Field Service, Project Service and Portal Functionalities.

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

This is NOT a typical case of a NullReference exception! Please don't mark this as a duplicate. For those who don't know, the OrganizationService is an IOrganizationService object delivered by CRM. ...
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1answer
40 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 ...
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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, ...
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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 ?
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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 ...
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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 ...
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4answers
63 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 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 ??
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2answers
48 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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2answers
25 views

BPF Filtered lookup field not working in certain stages

In my case same lookup field in BPF for two more stages in a process which is working in stage1 and not working in stage2 and stage3. function Filter(executionContext) { debugger; var ...
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1answer
23 views

Disable “most recently used items” for Business Process Flow lookups

We are using Account to store multiple account-types: vendor, a distributor, a supplier, a partner. In some scenarios we only want to allow an operator to select a 'vendor' Account which we've ...
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1answer
25 views

I'm trying to change the sandbox host used by the SSRS fetchdatasource

I'm not a CRM guy. I'm a SQL server / C# / general problem solver guy. I'm trying to help one of our IT teams migrate to CRM 365. They are having issues with reports. When I look at the report ...
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1answer
18 views

In addNotification how to change the Apply button

When I try to use addNotification method I must use Apply button... But in the action I don't necessarly need to Apply something I can show something or do whatever I want, so I want to know if it's ...
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1answer
18 views

Dynamics 365 virtual entities from Cosmos DB

The “Azure Cosmos DB for DocumentDB API Data Provider” does not seem to be actively maintained and I was not able to get it to work in D365 CE. I would like to use my Cosmos TB to be the source for ...
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1answer
60 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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4answers
69 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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1answer
31 views

Microsoft Dynamics 365 OData service does not use display names

I'm using Dynamics 365 version 8.2 on-premise and I've found that the the default OData service (https://CRM/api/data/v8.2/) displays entity and field names using the Name field and not the Display ...
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3answers
47 views

How to Get a Dynamics 365CE Personal Development Environment?

I'm learning Microsoft Dynamics 365CE online and I'd like a personal environment to try out development on. Is there a way to do this without paying for a full licenced environment? I'm not going to ...
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1answer
29 views

Label positioning in D365 UCI is inconsistent

I've noticed that in some screens of a Dynamics 365 (D365) UCI application there are times where the label is found to the left or above the field. Obvious when looking at the Contact entity (above) ...
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1answer
31 views

D365 Open a different Form depending on a field-value in UCI (eg: Contact Type)

In using the new UCI interface with Dynamics 365. Within Contacts, I have two saved views: "Supplier Contacts" and "Client Contacts". This hinges on a "Contact Type" of either (you guessed it) ...
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1answer
21 views

D365 UCI menu items linking to specific system views

In using the new UCI interface with Dynamics 365, the menu editor allows me to create a menu item on the left that goes to a particular entity (in this case, Contacts). WIthin Contacts, I have two ...
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1answer
60 views

How to enable plugin trace logs programatically / via SDK

I know how to enable plugin trace logs via UI - i.e. Is there a way how to do it programatically (via SDK call) ?
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3answers
52 views

CRM 9 - Fetch records from a CRM entity based on ID using JavaScript WebResource

I have a entity with multiple records in it. The entity contains 3 fields Parameter Name, Parameter Value, and Contact ID. Contact ID is a lookup field. There are multiple records for a same Contact ...
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3answers
141 views

CRM v9 - Delete records based on ID from CRM Entity using C# Code

I am using CRM version 9.0 and I want to delete all records with same ID in CRM through C#. I want to achieve something like this (I am giving a SQL Query example just for reference purpose) Delete ...
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1answer
43 views

In Dynamics 365 API, How to reference proper ownership entity for detail when owner can be systemuser or team?

Using version 9. I am able to use the SDK just fine on the Organization Service to RetrieveEntityChanges on entities, in this example lets say all the changes on the opportunity entity. This will ...
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2answers
53 views

How to grant read-write access request to a specific record of an entity to an user in Dynamics 365?

In Dynamics-365 crm, I want to grant read-write access request to an user of D-365 to a specific record of an entity if the user is not privileged with that privileges. I did that by assigning some ...
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2answers
46 views

Query to annotation documentbody field is truncated to 2000 characters

I am using CRM SDK for fetching the data from Annotation Table in Dynamics 365 CRM by implementing the following code. QueryExpression query = new QueryExpression("annotation"); ...
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3answers
228 views

How to form URL for different entity in Dynamics 365?

I am building up url for different entity in Dynamics 365 crm. I found this for crm 2011 but I want more elaborate solution than that. Observed URL: For Quote Entity: https:**[instance url]**.com/...
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1answer
37 views

How to retrieve addresses using the odata endpoint

I'm trying to retrieve an address on a standard entity. the request is the following : https://mycrm.api.crm4.dynamics.com/api/data/v9.1/contacts(guid) In this example, I get all fields, but the ...
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1answer
44 views

Cannot retrieve selected lookups using the OData endpoint

I'm unable to retrieve lookup fields when filtering an OData Request. I used the following requests : https://mycrm.api.crm4.dynamics.com/api/data/v9.1/contacts(guid)?$select=contactid,ownerid,...
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1answer
42 views

Navigate to settings page

I am new to Dynamics. I am trying to navigate to Settings page in Dynamics 365 but I am unable to do. I am logging to the Dynamics 365 home page it's taking me to below page. After that when I ...
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1answer
25 views

Confused about what type of testing - Sanity, Smoke, or Regression

Our site runs on Dynamics 365. MS is releasing a Dynamics 365 Major Update in April. Only those currently using the Integrated version will benefit from new features and functionalities. We are NOT ...
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1answer
89 views

How to retrieve single-valued navigation properties for an entity?

I want to update parent relationships for specified entity. The problem is when I query N:1 refs I get referencing attributes that is not always a single-valued navigation property. I do not know how ...
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1answer
38 views

What is use of Service Endpoint given in Solution in MS Dynamics 365?

There is a "Service Endpoint" tab in Solution. Can anybody please suggest what is use of it? Actually, I have my own RESTful API which is hosted on azure. This API uses to transfer data operation ...
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1answer
42 views

Can any referencing entity attribute be updated using “/api/data/v9.0”?

I want to update _parentcustomerid_value in the Contact entity (and some other) but I face such a problem - The property provided was of type System.Object, when the expected was of type System.Guid I ...
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1answer
19 views

Case createdon is being populated by the related Accounts overriddencreatedon date? - Dynamics 365

When users are creating cases for an account, the cases created have a createdon date that matches the related accounts overriddencreatedon field? Has anyone ever seen this behavior or have a ...
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1answer
35 views

MS Dynamics CE CRM 365 - Pre Operation Plugin - Given key was not present in the dictionary

After few years doing some other stuff I'm back to CRM business. I'm already questioning my life choices. I don't understand what is wrong here. I'm trying to create a simple plugin that will run on ...
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0answers
91 views

Dynamics 365 Drag and Drop Attachment

Is it possible to have a drag and drop interface for attachment in Dynamics 365 Portal? Currently, I only found the solution for drag and drop attachment using web resource in the CRM Form but haven'...
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2answers
46 views

Organizer activity party name coming as null

Here comes the interesting issue. I want to know any settings makes this difference or any workaround to get it right. We have different Dynamics 365 CRM online instances but all are identical as ...
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1answer
43 views

D365 Online: Custom Entity Limit

Can someone clarify if there is a documented limit on the number of custom entities that are available on a new organisation on D365 online? I heard and seen numerous references to a ~300 entity ...
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2answers
143 views

Access / Export CRM 365 Audit Log Data

Trying to get Microsoft CRM 365 Audit Log Data into Power BI for reporting. Tried OData Feed Connector to CRM 365, It does connect, but can't see the Audit Log Tables. Is there a way to extract ...
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2answers
22 views

CRM Dynamics Quick Create Form Label

I'm working with Quick Create Forms in Microsoft Dynamics CRM. Everything is working as expected. We have a sub-grid of one entity visible in it's related entity. When the User clicks on the + sign of ...
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2answers
78 views

How to get Microsoft Dynamics CRM root service address?

I was reading the documentation and stuck in a problem that I do not know how to get Dynamics resource for acquiring access_token using any API (I know my CRM root service address but I do not want to ...
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1answer
192 views

Unable to Hide See All Records button from Sub Grid in UCI

I am not able to hide 'See All Records' button from UCI, the button is not available in Ribbon Workbench. Please refer below screenshot for better understanding - Is there any other alternative? ...
2
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1answer
105 views

What is the definition for the licensetype enum?

We are working with providing additional information about the type of license for our end to end logging and monitoring tool Nodinite. We have a problem identifying definition for the LicenceType ...
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2answers
44 views

Generating unique IDs for new records and existing records

I'm basically trying to create a primary ID between CRM and QuickBooks. Figured I'd just use the existing PK in CRM for the lookup. I'd like the PK to visible to the user, but not editable in CRM. ...
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1answer
59 views

display related entity in Dynamics 365 and JavaScript

I created entity with 3 fields: text field number field relation to Account I created the JS code to display or edit those fields, but is there a way to display data from Account entity using ...
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2answers
76 views

How to remove pre-population from a lookup field oncreate?

I have an entity called Club that has a sub-grid for another entity called Membership. When I am on a Club record and I click the "+" on the Membership grid, it opens a create window with the Lookup ...
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2answers
136 views

MS Dynamics CRM 365 - import data from Excel files

I'm getting into MS Dynamics CRM 365 programming, and have been dealing with data imports of lookup / reference entities. I created a new entity with just the default Name column, stored and ...
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1answer
156 views

Dynamics CRM 365 - How to open view filtered based on related record

I've created a new entity called followups and have the following scenario where I need to add a button to the account detail form and from that button I need to open a view filtered that will show a ...