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Questions tagged [dynamics-crm-online]

Microsoft Dynamics CRM Online is a Customer Relationship Management software package developed by Microsoft Corporation. It was offered under this name between December 2007 and September 2018 (version number 4 until version number 8.1), before it was integrated into the Dynamics 365 product family and marketed as Dynamics 365 for Customer Engagement (for questions regarding this more recent product, please see the related tag).

Useful Links:

  1. Online vs Onpremise - FAQ
  2. Dynamics CRM Online - Licensing & Pricing guide
  3. Dynamics CRM Online and Dynamics 365 build versions
  4. Microsoft announces branding switch from CRM Online to 365 for Customer Engagement
1206 questions
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Dynamics CRM - Have to uninstall and install Profiler many times to debug in Plugin Registration Tool

I got into a trouble that my Replay Plug-in Execution never retrieved new log after the first time. Here are my current step to debug my plugin: Install Profiler Open Step to Start Profiling Open CRM and update field Back to Plugin Registration…
Huy DQ
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What exaclty does the Message Format ".NetBinary" for ServiceEndpoint-Registration?

I've tried to get answers by googling it but I can't find appropriate information about this. What exactly means ".NetBinary" when a ServiceEndpoint is registered by the PluginRegistration-Tool for sending for example the PluginExecutionContext to a…
Paul Richardson
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RibbonActions.js Deprecated in Dynamics 365 Unified Interface. Is there any new JS Library replacing RibbonActions.js?

I am using the OOTB Send Direct Email button to send bulk emails. This works fine in Classic mode but throws below error in the Unified Interface. After some research I found out that /_static/_common/scripts/RibbonActions.js is deprecated and…
Ronak Lodaya
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How to get the entity type of a lookup from MetaData via Web API in JS

In my application I have a certain entity type selected and retrieve all field attributes of this entity from the EntityDefinitions web API endpoint by expanding Attributes ($expand=Attributes). For a certain attribute of type 'Lookup'…
Tobi Obeck
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Issue adding dynamic link in email template - CRM Dynamics 365

I have a process which triggers when a case is assign, the process send an email to the case owner with the content of the case which also include a dynamic link to the case assigned. I could achieve it in CRM 2011 however I don't see any option to…
Biswa
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1 answer

Application Permission support for Dynamics Customer Engagement Web API

We are planning to move from Organization Service to Common Data Service Web API so we could utilize OAuth 2.0 authentication instead of a service account which customer has some security concerns. Once we did some prototype, we discovered that the…
windfly2006
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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 there any log that is create in every login of…
Po Po
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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://learn.microsoft.com/en-us/powerapps/developer/common-data-service/write-plug-in Pass configuration data to your plug-in When you register a plug-in you have the…
Nitin Singh
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3 answers

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…
pcghose
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2 answers

You can not complete this action for this component because of the configuration of its managed properties

I am trying to make a field optional in the Dynamics CRM The name of the entity is Case and the internal name of the field is customerid When I try to change it from mandatory to optional, I get the below error message You can not complete this…
Vignesh Subramanian
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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…
Arun Vinoth-Precog Tech - MVP
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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…
Aliasgar Rajpiplawala
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3 answers

Plugin is not triggering on User Enable/Disable

I am using Dynamics 365 Online Trial. I have a requirement to trigger a plugin when the user is disabled/enabled in CRM. So I have created the plugin and registered the same in User entity SetState and SetStateDynamicEntity messages but the plugin…
Munavvar Husein Shaikh
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2 answers

Close web resource after a long running asynchronous update

I make one call that retrieves multiple GUIDs using the WebAPI. I loop through each result and update records accordingly. This is all being done asynchronously. I do not want the user to wait for all the records to update and simply want to close…
Alan Judi
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Microsoft.Crm.Sdk.Samples.HelperCode does not compile

I'm trying to use Microsoft's Dynamics CRM API helper code to connect to an Azure CRM instance and query some entities. The code is in package Microsoft.Crm.Sdk.Samples.HelperCode. However, the helper code provided by Microsoft fails to…
Mark Micallef
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