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.

Microsoft Dynamics 365 is Microsoft's latest a multi-lingual Enterprise Business Solution (CRM + ERP) which combines Dynamics CRM, Dynamics AX, Dynamics NAV, etc under one roof. It makes use of Apps to segregate functionality such as Dynamics 365 for Sales App, Dynamics 365 for Customer Service App, Dynamics 365 for Project Service Automation App, Dynamics 365 for Field Service App, Dynamics 365 for Operations App, Dynamics 365 for Financials App, and Dynamics 365 for Marketing App. It also includes Portal Capabilities, Flow and Power Apps as part of its packaging. You can either purchase individual Apps or bundle them together.

443 questions
4
votes
1 answer

Can you use Microsoft 365/ Xrm SDK with .NetCore?

I am trying to make use of the new Web API features used within .NetCore and reference the Microsoft Dynamics CRM SDK. Does anyone know if this is possible as it doesn't seem to work with .NetCore and I get an error when adding any NuGet packages as…
Andrew
  • 9,967
  • 10
  • 64
  • 103
4
votes
4 answers

Dynamics CRM 365 - Cannot access Xrm.Page.entity in HTML web ressource

I've added an html resource in my contact form which contains only an small image in order to place it just beside a contact field. When the user clicks on it, it fires up a javascript function in which I want to get the value of a specific field of…
Hubert Solecki
  • 2,611
  • 5
  • 31
  • 63
3
votes
2 answers

Date picker not visible on SSRS report for some users on both Chrome and IE

We have 365 customer engagement organization, some users (around 3 users out of 50 users) has a strange issue. Date time parameters doesn't have a date picker displayed. The date fields are displayed as normal text inputs. As you can see in the…
3
votes
1 answer

Is there any information about the possibility of creation entity records in EntityMetadata?

Here is the documentation EntityMetadata EntityType where all the properties of an entity are described. I can not find any property that can describe the possibility to create a record of this entity type there. How can I figure out that this…
3
votes
2 answers

Microsoft Dynamics CRM 365: Millions of Contacts being generated for no apparent reason

I wonder if the community out there can help with this. We are using Microsoft Dynamics 365 v8.2.2.112, on-premises (not cloud). The problem is this: millions – yes, literally millions – of Contacts are being created for no apparent reason. Our…
3
votes
2 answers

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, but cannot find a definitive one.
glennsep
  • 164
  • 3
  • 10
3
votes
3 answers

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 delete Account record with the id '00-00-02' it does…
3
votes
3 answers

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 use this for production, only personal education.
3
votes
1 answer

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't found anything on portal.
3
votes
2 answers

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 published it, and then went to look at in CRM. From the…
marc_s
  • 732,580
  • 175
  • 1,330
  • 1,459
3
votes
2 answers

Can you write to CRM 365 trace log from C# console app?

I was wondering if it is possible to write to the trace logs of a CRM 365 org from within a C# console application. I can and have done this successfully with a plugin, but haven't been able to find much information on writing to the trace log from…
snapplex
  • 851
  • 3
  • 13
  • 27
3
votes
3 answers

Xrm.Navigation.openForm not honouring formid

I'm trying to follow the examples found here that explain how to use Xrm.Navigation.openForm method to open a CRM form for a new entity. My target entity has multiple forms and I'm trying to specify the form ID in the entityFormOptions object as…
3
votes
1 answer

Generating strong-types for WebAPI OData objects in C#

I'm trying to access CRM's WebAPI using C# and I'm wondering if there is a way of generating strong-types for the WebAPI responses similar to the way CrmSvcUtil was used to generate strong types based on the Organizational Services I tried to use…
3
votes
2 answers

Write to CRM footer with JavaScript

I've noticed that when a mandatory field is not completed and a user attempts to save it adds a message to the form footer Is it possible to do the same with JavaScript? For example, if I have a custom validation logic that fails (e.g. Start Date…
3
votes
2 answers

Is it possible to track changes to Entity Metadata in Dynamics CRM?

Is there any way to track changes to Metadata, like new fields, new entities and so on? It is difficult to control a very large project in the same environment, so sometimes there are some customization that should not be deployed to productions…
1
2
3
29 30