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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 Online: Maximum Controls Limit Exceeded

I am customizing dynamics-crm-online system to my company and I am totally new to this. I create a dashboard which can take 8 charts components , but I get error message of maximum controls limit. How I can increase this limit ??
Ahmad Kharsah
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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…
jasonscript
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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…
jasonscript
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2 answers

Dynamics 365 - Create OrganizationServiceProxy using IOrganizationService

I have a handler class (some sdk requests are handled here) for a custom entity and this handler is referenced in many plugins/classes. This entity must be reached over admin context instead of calling user. Instead of passing the service "that is…
Ismet Karakurt
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3
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1 answer

Create annotation via CRM Web API

Anyone knows how to create an "annotation" using CRM Web API. I can create other objects such as account and contacts but annotation attachment is a no go. Seems like my object is missing something. JObject notes = null; notes = new…
zAnthony
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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…
jasonscript
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4 answers

Send custom messages to Azure Service Bus from MS CRM Plugins (Sandbox)

I know I can register a new "Service Endpoint" in MS CRM and use that to send messages to Azure Service Bus, but this... isn't really what I'm looking for. The above method ends up sending a serialized RemoteExecutionContext. In my case, I want to…
MBender
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0 answers

DataDescription contains no data after data is retrieved from CRM using SavedQueryVisualization

I retrieve data from CRM online using the following code line. This code retrieves a single-series chart. SavedQueryVisualization query= (SavedQueryVisualization)_orgService.Retrieve(SavedQueryVisualization.EntityLogicalName, guid, new…
Jay
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1 answer

Effective implementation of ASP .NET MVC + Dynamics 365

I started to develop an ASP .NET MVC website that connects to Dynamics 365 implementation. The way I connect to Dynamics 365 is by using a separate Data Access Layer in my MVC website that make calls to Dynamics 365 every time I wanted to…
Anthony Steven
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4 answers

How to apply custom FetchXML to a Subgrid using JavaScript

The implementation of applying custom FetchXML to a Subgrid appears to have changed from CRM 2011/13 to Dynamics 365. The change is with respect to GridControl.SetParameter(). I have followed many articles talking about this same issue but nothing…
Kittu
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1 answer

Retrieve failed entities from ExecuteMultipleResponse method

I am using the Execute Multiple Response class to pass in an Entity Collection for Upsert into Dynamics CRM, I would like to know how to add the failed entity names to a collection and then use exception handling on each of these entities.
John Abel
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1 answer

How to refresh Notes of Social Panel in CRM

is there any way to refresh only the Notes section in Dynamics 365? I add a document when a button is clicked, and would be ideal if the Notes are refreshed after this. I'm checking which is the id of the Notes element to get it with Javascript, but…
Jorge
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CrmServiceClient extremely slow when connected to Microsoft Dynamics online / 365

I'm trying to use CrmServiceClient class from the last CRM SDK to retrieve data from a Dynamics 365 environment. CrmServiceClient caches connection info, even when new instances of CrmServiceClient are created and disposed!. My application connects…
Marcos
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3
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2 answers

Is it possible to retrieve schema change information in Dynamics CRM online?

When a custom entity is created, a field is added or changed, someone makes an out-of-box changes to metadata. How to know who did it and when? The same for the creation or modification from a UI form. The metadata in CRM doesn't seem to store that…
mrrodd
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4 answers

Make field mandatory in import

I have one mandatory field in my entity X, but while importing data, I can create records even if I dont give that mandatory field a value, which is not good. How could I make that field mandatory even while importing? Thanks in advance,
toto1999
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