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.

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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 some virtual entities in my CRM and the only way I…
jhoefnagels
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How to enable change tracking for ALL entities in Dynamics 365?

I am trying to replicate Dynamics 365 in an Azure SQL database (https://learn.microsoft.com/en-us/dynamics365/customer-engagement/admin/replicate-data-microsoft-azure-sql-database#create-an-export-profile). This requires me to enable "change…
Chris
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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"); query.Distinct = true; …
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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…
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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 they are refreshed from Prod. Recently developed…
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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? Currently I am working on MS Dynamics CRM online…
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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 fields pre-populated. The fields it currently…
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Filter PowerApps gallery by Dynamics lookup value

Sorry this seems such a basic question but I simply cannot find an equivalent example anywhere! Given a new PowerApp created from the "start from data" template against the native D365 Contact entity. The new app contains a Gallery control. I simply…
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Query for deleted entities in Dynamics 365 XRM Tooling SDK

I am writing a generic integration that needs to use the database in Dynamics 365 for Customer Engagement as the system of record. I will be polling it from time to time to keep data up to date in other ancillary systems. I can know, of course,…
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Bad request error when calling a custom action through Javascript

I created a custom action on CRM 365 which has one input parameter of type entity reference and it refers to the user entity, I tried to change the input parameter into another type and it works well. So I think the issue is in the way I pass the…
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How long does it take for a CRM instance to restore?

1.It has been 4+ hours that my instance is getting restored. Is it normal? 2.As per the documentation provided by MS, it says, instance remains unavailable while restoring. Yet, I am able to access to the instance and so, is my application able to…
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How to associate two optionsets to one field in Dynamics CRM 365?

I have one field field1. Now I want to set field value as per optionset selected. Ex: master field has 2 options, if I select option1 from master field then field1 should be filled with Optionset1 else field1 should be filled with Optionset2 So…
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How to get back form data from Web resource after using Xrm.Navigation.openWebResource()

I have a Web resource that is opened on the click of a button as follows: var windowOptions = { height: 400, width: 50 }; Xrm.Navigation.openWebResource("DCWIMS_/html/datepicker.html", windowOptions); I have a little input field inside the html…
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Can I use FetchXML to retrieve a list of Entities and a list of Attributes?

I want a fetchxml that will return a list of Entities, hopefully with Display name and schema name. Similarly I would like a fetchxml that will return the attributes for an Entity. Also with Display name and Schema name. I assume there is a way…
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On Create entity, set a property value from an external source so it persists

Using Dynamics 365 and I am doing lots of jumping hoops to get what I need to get done. Basically for a create contact, I have a plugin which deserializes the Entity object into XML and then posts that XML to a webhook. The webhook does some stuff…