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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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How do I deploy SSRS reports to CRM 2011 Online that contain SQL Server DataSources and T-SQL Queries?

I'm creating custom SSRS reports for a client that uses CRM Online. However, I'm not able to deploy reports that have SQL DataSource connections to them. I get the following error: "Invalid Data Source. This report type is not supported. Microsoft…
TheHolyTerrah
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Can I use ActivityPointer entity to set same state on different activity types? CRM 2011

I need to make sure the state of all activities related to a case (incident) entity in CRM 2011 are set to completed before I can set the state of the case itself to resolved. I can do several retrieves to get all the possible activity types…
keerz
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When would I register a crm 2011 online plugin for pre-validation stage?

I understand that a plugin registered for pre-validation executes outside of the database transaction but I'm not sure I can think of a scenario when this would be preferable to pre-operation. Can someone give me an example of where pre-validation…
keerz
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CRM 2011 - Set value of currency field with javascript

I really can't find how i can retrieve the value from a currency field and set it as a value for another currency field for another entity. My following code is not working: var entities = retrieveRecords("trainingSet?$filter=trainingId eq guid'" +…
ThdK
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3 answers

Not able to connect Dynamics 365 Unified Interface by using "Microsoft.CrmSdk.XrmTooling.CoreAssembly" in C#

We are trying to connect Dynamics 365 Unified Interface instance via C# code (WebAPI hosted at Azure) using Microsoft.CrmSdk.XrmTooling.CoreAssembly with the parameters ClientId and ClientSecret. but we are getting below error. "Unable to connect…
Inkey Solutions
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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 Enum? Microsoft documentation does not provide any…
Michael Olsson
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Open a custom web-application within Dynamics-365 Online using single sign-on

I have been working on something, wherein I have to try and open an existing Office 365 based web-application within Dynamics 365 portal (online). Login into the web-application using the single sign-on provided by Office 365 or the authentication…
sanktify
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5 answers

Counting ALL rows in Dynamics CRM Online web api (ODATA)

Is it possible to count all rows in a given entity, bypassing the 5000 row limit and bypassing the pagesize limit? I do not want to return more than 5000 rows in one request, but only want the count of all the rows in that given entity. According…
uba2012
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CRM SDK OrganizationServiceContext null navigation properties on entity

Trying to migrate an existing solution away from the deprecated Microsoft.Xrm.Client namespace to just use the generated service context from CrmSvcUtil using CrmSDK 9.0.0.5. Previously we were using…
Technicolour
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4
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2 answers

Retrieve the fetchxml in grid via javascript

This might seem a bit of an odd request so I'll try to offer some background. I have a feature on my CRM which requires that user should be able to filter a view and then save the resulting records such that a separate process can pick them up and…
Obi
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2 answers

Dynamics CRM Online Object caching not caching correctly

I have a requirement where we need a plugin to retrieve a session id from an external system and cache it for a certain time. I use a field on the entity to test if the session is actually being cached. When I refresh the CRM form a couple of times,…
noobie
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How to redirect to any webresource on button click in MS Dynamics CRM Online?

I am facing an problem when I redirect to any HTML webresource. I have added a HTML page as webresource name "new_My_ProductList" in solution. I have created a button "Go To My Product" in Ribbon and set following function of JS file as command of…
Nanji Mange
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1 answer

How To Minimize Initial Plugin Load Time In Dynamics 365 (CRM)

At my current client we have a custom landing page for Phone Pop from the telephony system. The page performs a search in CRM Online for the client, and then creates a new lead if not found. On initial calls for the day, the creation of the new…
Daryl
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3 answers

How to know what InputParameters values are possible in Dynamics CRM Plugin context?

I'm trying to understand the plug-in sample from here. There's this condition: // The InputParameters collection contains all the data passed in the message request. if (context.InputParameters.Contains("Target") && …
OfirD
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2 answers

Can we write an event / function on "Publish" or "Publish All Customizations" button in MS CRM

Actually i want to execute a functionality every time a developer publishes customizations. Hence, can we write any custom logic on click of "Publish entity" or "Publish All Customizations" buttons. OOB or un supported way either? Its not a business…
WeShall.NET
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