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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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Microsoft.Xrm.Tooling.Connector High Memory Allocation

I am currently going through the process of upgrading our product CRM SDK and the main change I have encountered is that instead of connecting to the Xrm service and creating my IOrganizationService using the tried and trusted method of: var…
doodlleus
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Creating Post with Dynamics CRM Web API

A Post entity (https://msdn.microsoft.com/en-us/library/mt607553.aspx) cannot be created using Dynamics CRM 2016 Online Web API. This payload should create a post on POST /api/data/v8.1/posts { "text": "Test Single Post", "source": 1, …
cam
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CRM 2016 oData expand on collection

I'm trying to retrieve multiple data from the new REST API but I have a strange issue. If I use $expand on a collection then it doesn't work. The request is: GET [Oranization URL]/api/data/v8.0/accounts?$expand=contact_customer_accounts…
zskovacs
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Email responses to tracked crm email not tracking correctly

We have a widespread problem with email responses to outgoing crm email, that has been tracked, not getting auto tracked by Outlook + crm addin. Our crm is 2011 online. We have a variety of outlook addin versions among our users. We've been trying…
keerz
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How to get Process Finish Button event in Dynamics CRM?

I am using Dynamics 365 online instance to integrate sales process. I have one condition where I need to change the Probability field value to 100 when user clicks on Finish button in Close Process Stage. I have done some research and found that…
Cyber
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Microsoft CRM: How to enable/disable Systemuser without deprecated SetStateRequest

To disable a Dynamics CRM 2016 user with C# code the SetStateRequest is currently used. Example: var requestToDisableUser = new SetStateRequest() { EntityMoniker = new EntityReference("systemuser", userGuid), State = new OptionSetValue(1), …
LukStorms
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How to query Dynamics CRM Web API using custom FetchXml involving Number value filter?

I am trying to execute fetch XML using WEB API /api/data/v8.x. All is fine except when I have query involving "where a attribute contains number value". For example, the following fetchXML to find account with phone number contains '03':
Felix
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crmsvcutil.exe: Unable to generate entity classes for early binding - Dynamics CRM Online

I am trying to generate early bound entity classes from my Dynamics CRM Online instance. I have CRM SDK installed on my machine. I am running following command from the "Bin" folder of SDK. crmsvcutil.exe /url:<>…
Nirman
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ADAL authentication without dialog box prompt

I have a console application registered in Azure AD that connects to CRM Online (configured using these steps). It queries the Web API. The application needs to run with no user interaction... but unfortunately the call to AcquireTokenSilentAsync…
Alex Angas
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CRM 2016 FakeXrmEasy N:N relationships

I'm trying to use FakeXrmEasy to perform some unit tests for CRM Online (2016) and I'm having problems setting up one of my tests with an N:N relationship The following code sets up a Faked Context with 2 entities in it and initializes a Faked…
jasonscript
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Are Dynamics CRM plugins registered as "post operation" run inside or outside the DB transaction?

I'm working on plugin registration for custom C# plugins for Dynamics CRM (2015 and CRM Online). When you create a new plugin using the Visual Studio CRM Explorer, you get the standard "Create Plug-in" dialog: Under "Pipeline Stage", there are…
Dylan Beattie
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Getting error on SaveChanges while UpdateObject with early bound entities CRM SDK 2015

I am getting error on xrm.saveChanges() If I do UpdateObject while AddObject is working fine, initally I thought it is because of context as discussed in this thread Dynamics CRM saving Entity Changes - Getting Errors but I tried all the options…
Asimuddin
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2 answers

Missing trace logs in custom workflow activity for Real-Time workflow

I've written a custom workflow activity against CRM 2013. You don't need to understand what it does. The problem I have is that despite instantiating the ITracingService, any tracing content that I generate using the Trace(...) method is obfuscated…
Greg Owens
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4 answers

MS CRM - setVisible

I am newbie with CRM and I was googling for how to hide and show a text field using jScript library in MS CRM (online) and found several options of using the function setVisible. I tried those…
ParPar
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How to sort items in view by field of lookup entity?

Is there any way to enable sorting on column which represents field of related entity? For example, Case contains one lookup field - Contact. In view I added FullName and Email of Contact. Header in view of these two columns is not clickable (Sort…
lazarus
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