Questions tagged [xrm]

xRM is an alternative term used to market Microsoft Dynamics CRM. Generally, unless the question deals with those marketing differences, questions should not be tagged here.

205 questions
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Angular & Xrm WebApi: Cannot assign result to class variable

I'm building a base Angular 8.2 webressource for Dynamics CRM, but I can't manage to assign a value to a class property. The code is the following : HTML
Hello {{loggedInUserName}} from {{ title }}.

The first retrieved user…
Dremor
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When CrmServiceClient AuthType is set to AD it uses my ID instead of UN and PW sent

I'm using the following tutorial: crmservice tutorial In the AuthType when I put AD, no matter what user name and password I put, the ID it returns is always my own ID. However I need the connection to use the credentials I'm passing because I will…
Angel Cloudwalker
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How to define hidden column in Xrm grid

Is there a way how to include hidden column in xrm grid/view ? Say I have saved query definition like: {...}
Ondrej Svejdar
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how to set Annotation (notes) on a form as required

I have a customized form of a customized entity, on my form I have crm annotation (notes), I need to set the notes part as required (according to a rule) how do I do that? when I clicked on the notes field I couldn't see the field name, Is it…
Damkulul
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Microsoft Xrm : Can't order by language an object of type IQueryable

I am simply trying to order by their language a set of KnowledgeArticle. My first guess was : var SPRSet = _XrmServiceContext.KnowledgeArticleSet .Where(c => c.IsInternal == false) .Where(c => c.StateCode ==…
S.Bo
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Is it possible to replace all XRM calls with Dynamics 365 Customer Engagement Web API?

I have a project that is referencing an XRM Entity file and I was wondering if calling the API methods can completely replace my interaction with this file. E.g. there is a data contract between this XRM layer and CRM such that when an update…
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Can Dynamics Crm PartyList store an emailaddress

I have fields in activity form for email. It contains "to, cc and bcc" fields that are all fields of the type PartyList The question is: Can I only store entity values like contact or account or can I also just store a email address which is not…
aghaux
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Adding sales order details to sales order in dynamics crm

I am working to create a sales order with a single product added to the sales order detail and attach that to the sales order. It is throwing me an error and I am wondering if there is a proper way to performing this action? Thanks! public void …
dbollig
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'pre_doctype' does not contain a definition for 'AttributeLogicalNames'

I'm new to C#, the Dynamics CRM SDK and new to the XrmToolbox. I just got thrown into a project which was developed by an external company and now I'm trying to add something to the project. So, I created my new Entity in CRM and used the XrmToolbox…
Liezzzje
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CRM 2011 Xrm . audit records return system user instead of logged one

I created application using CRM 2011 SDK. While retrieving audit record i use recommended code. My code looks like this: using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig)) { _service =…
alekoo73
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CRM: Xrm Javascript MultiRetrieve for delete

I have two entities (which we will call A and B), among which there is a many-to-many relationship. So I manually created a third entity. A records can be contained in a subgrid of B. There are multiple instances of B, so, records of A can be…
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Set form read only using Xrm Object on Dynamics 365 CRM

I am reading about Xrm object on Microsoft Documentation but I can't find something concrete. I need to restrict some roles of creating or editing a portal comment (type of activity). Therefore I can't just simply modify security roles. I see when I…
Maramal
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Dynamics CRM Online: Xrm.Page.context.client.getClient() returns "Web" when called from Outlook App

The Xrm.Page.context.client.getClient() function does not seem to be working correctly. When called from the desktop Outlook App, it returns "Web", instead of "Outlook" as described by the documentation…
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Dynamics 365 popup window with input

I would like to popup a window with two questions and a button on button click I would like to pass the answers to an action and execute it. So I created an action with 3 arguments: two arguments are my questions from type Boolean and third is an…
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Dynamics Custom Action Process Session

I am working with a test action that when activated and called via javascript will fire an email message. I used an action because I wanted to pass in some values to be used in the process. In a traditional workflow I could see the history of each…
KidCoke
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