Questions tagged [dynamics-365]

1

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Query for deleted entities in Dynamics 365 XRM Tooling SDK

I am writing a generic integration that needs to use the database in Dynamics 365 for Customer Engagement as the system of record. I will be polling it from time to time to keep data up to date in other ancillary systems. I can know, of course, when records have changed by inspecting the 'modified...
Stephan G
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1

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286

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What are the properties in an ARM template for a Dynamics 365 CRM logic app connector?

Logic app connectors are closed source and the 'Automation Script' option in the Azure portal strips the authentication portions of the properties node from connectors. This is what the portal hands you when you script out the ARM template for a logic app which talks to CRM. { 'comments': 'Generaliz...
Josh
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43

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Authenticate to Dynamics 365 for Mobile App without Registering App in AD

I was doing some research on authenticating to Dynamics 365 through the Web API and everything I come across says that you have to register your app in AD to get a client id. If I wanted to publish an app to the app store or google play store for multiple dynamics 365 users to use across many diffe...
jmsims2
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323

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How to retrieve integer values of an option set using text inside an azure logic app

I'm trying the Azure Logic apps to create dynamics 365 crm records, but I'm stuck with the following: I don't know how to search a lookup value using a text field. The process is simple. I receive a JSON message and I parse it. It has 3 fields which I need to map to my crm record. Please check the...
DuncanW
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104

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Dynamics 365 - Portals - Cannot create new Entity Form

I'm new to portal in dynamics. I have created a custom entity and want to expose it out to the portal. I can't seem to create a new entity form to achieve this. No entities are appearing for the 'Entity Name' and no forms are appearing for the 'Form Name' fields. Is it due to a rights issue perhaps...
ptek2018
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69

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How to call Dynamics 365 web services using DiscoveryWebProxyClient class object ? (Using OAuth authentication)

Can someone please help how to make use of 'DiscoveryWebProxyClient' class object ? I have already registered a web/api application in my 'Azure Active Directory'. AuthenticationContext auth = new AuthenticationContext('login.microsoftonline.com[myTenantId]'); ClientCredential clientCred = new Clien...
SandeepKP
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50

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Where is the current place to go to report bugs/issues?

I know there is https://experience.dynamics.com for Ideas and there is a place where you can file support ticket on LCS. But what if when I am not working on any customer project and I want to report some bugs related to Visual Studio or D365 development?
prodev42
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400

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MS Dynamics : Generate Refresh Token for OAuth

I am using OData api of MS Dynamics. Here we are doing authentication using oauth I am taking reference from Ref : https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/developer-guide?view=dynamics-ce-odata-9 https://docs.microsoft.com/en-us/dynamics365/customer-engagement/de...
Parth Trivedi
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43

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USD - MS CRM - New CRM Page is not Working

In my implementation (configuring from scratch), when I click on a button from Contact, on click of a button, I am calling an action which will open a new case with Customer Data prepopulated on New case form. Below are events that triggered after clicking the button. But in USD, Case Hosted Control...
1

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125

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Service to service authentication in Azure without ADAL

I configured azure application proxy for our on-premise hosted web service and turned on Azure AD authentication. I am able to authenticate using ADAL but must find a way to get the token and call web service without ADAL now (we are going to use this from Dynamics 365 online and in sandbox mode I c...
Zare
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336

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AAD method AcquireTokenAsync giving System.NullReferenceException error

I have registered my Dynamics 365 app in the Azure active directory and now I'm trying to create an authentication token which I want to use with my web API call. The issue I'm facing is that authContext.AcquireTokenAsync method is failing with the following exception: System.NullReferenceException...
Priyank Bhavsar
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2

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21

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Show Related Fields in View

Within a Dynamics 365 setup, I have 3 entities related like this: Quotes >0----|| Counterparties ||----0< Facilities and Quotes >0----|< Facilities In text, Quotes has a N:1 relationship with Counterparties and a N:N relationship with Facilities. Counterparties has a 1:N relationship with facilities...
Mike PG
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44

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Remove sub title “the default view title” from the charts in dynamics 365

I want to remove the default view name from the chart placed on one of the Dashboard. Please see the below image.
Munavvar Husein
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110

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Unexpected error when upserting transactioncurrency entity in Dynamics 365

We are syncing our external currency system with Dynamics transactioncurrency entity. Instead of purely creating new additional currencies, we also need to update existing ones, so UpsertRequest is adopted here. Sample code is downloaded here: https://code.msdn.microsoft.com/Sample-Quick-start-for-6...
Chunchun Wu
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65

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Dynamics 365 Data Entity Package Manifest Query Data Encoding

When integrating data with DFO365 we use Data Projects to integrate data from other systems. Definitions for these projects can be exported; giving a zip file containing multiple XML files; one per data entity in the project, a PackageHeader.xml, and a Manifest.xml file. Within the manifest file is...
JohnLBevan
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25

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How to get the token or element from complex json string without using Newtonsoft

Well, I need to create a plugin for Dynamics 365 to get the value from a web service, that returns me a complex json data. I have used DataContractJsonSerializer and its ReadObject method to convert json to c# object. My problem is I need to get the specific item from the json object. For example s...
sabin
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175

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Share behavior across multiple forms in Dynamics 365 client side v9

I am using https://github.com/delegateas/XrmDefinitelyTyped. I created the following script for a form that has a field called Program Year, Start Date, End Date. I would like this to be generic so that if in the Form Properties I set an onChange event for ProgramYear I can point it to TI.Forms.Even...
uioporqwerty
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1

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52

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ExtensionOf RdlContract using SysOperation in AX7

I am trying to add a boolean filter field to a standard TaxTransDetailRdlContract using SysOperation framework. I have made ExtensionOf[classStr()] classes of Controller, RdlContract and UIBuilder and I have no luck. The main error for now is 'The value 'parmFilter' is not found in the map.' Anybody...
Effy Sille
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43

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Dynamics GUID to Primary Key mapping

Scenario: In our previous CRM system, our users had unique numeric identifiers in the form of UserID. From our internal API side we have only have access to the UserID. Our UserID has a mapping in the Contact entity. But we can't do filter queries using Dynamics Web API on Entity A since we don't ha...
uioporqwerty
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1

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51

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Excel Refresh from Dynamics 365

I am trying to get this add-in in Excel - Refresh from Dynamics 365. I have added the add-in and also installed Dynamics in Office 365 but still cannot see the add-in.
Amanda
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335

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Dynamics 365 Process Category “Modern Flow”

I'm trying to look for any documentation on this new Process category, but I couldn't find any. I tried to create a one but after saving the Process I get an error. The exception in the ErrorDetail.txt is 'Microsoft.Crm.CrmException: Creation of Modern Flow processes is not enabled. ---> Microsoft.C...
Alessi
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46

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How to add previous parameter and the current parameter in a SSRS parameter

I have 3 parameters for my SSRS report. My first parameter is for search the data that will be shows on. The second parameter and the third parameter is for save the second parameter selected value. I already tried to use Join to join the previous selected value and current selected value, but on...
Rida pangestu
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35

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Upgrade PSA to 2.4.x on Dynamics 365 9.0

We have upgraded our sandbox to Dynamics 9.0 and your PSA is at version 1.2.0.69. When we tried creating new project, we are getting 'Object Reference' error. We found out that there is a known issue in PSA 1.2.x with v9.0 that we cannot create new project. So we decided to upgrade PSA to 2.4. But d...
404
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101

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addOnStageChange() called twice

I have written an event handler on change of stage in BPF in Opportunity Entity: var checkForAccountApproved = function (executionContext) { var formContext = executionContext.getFormContext(); formContext.data.process.addOnStageChange(function (stageContext) { var stageName = stageContext.getEventA...
Richa Tibrewal
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51

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Can't Update Plugin or add Javascript on Dynamics 365 CRM

Hi why suddenly I can't update or add plugin and add javascript or update javascript in my 365 CRM. Yesterday I can do this without issue, but today when I try to add javascript. Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk,...
Theodorus Agum Gumilang
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2

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149

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Getting the service after passing the connection to Dynamics 365 CRM

I have been posting my issues around Dynamics 365 integration and I will briefly explain the issues I am facing.The code I am using to connect is this ServicePointManager.SecurityProtocol = (SecurityProtocolType)3072; CrmServiceClient conn = new CrmServiceClient(new NetworkCredential('', '', ''), Mi...
Vijay Adhithyan Mohan
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48

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Cannot add field to the field group of the form

I am using: Application release: Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (July 2017) Platform release: Update 15 (7.0.4841.41251) I have a form which is in model A. Currently i'm working in model B. That form has header and lines. Line tab page has a LineGrid which disp...
Alexander Ivasyuk
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1

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54

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Error: Not able to retrieve after create in plugin

I am executing a plugin synchronously postOperation. I create an entity using IOrganizationService.Create. This works, I get a GUID and I can see that the record exists in the CRM. Right after this, I am trying to retrieve the same record using same IOrganizationService and the GUID returned by the...
jingle123
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1

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85

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Dynamics 365 change tracking many to many relationship

Has anyone tried using change tracking for many to many relationships? Since change tracking is enabled at the entity level, I'm not sure how to set it up (if it's possible). I'm using some m:m relationships in the portal and would like the data to be properly reflected.
lessthancommon
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1

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140

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Dynamics Crm insert image in a view

I am using Dynamics 365 V9. The view has a field that contains the url of an image. I would like to show in every line of the view, instead of the url, the image itself. Is it possible? Do I need to build a web resource for this?
Sean
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33

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Exporting data from Dynamics 365 and send it to FTP service

We have Dynamics 365 online and I want to perform followings, Export data from 3 or more entities into excel, I need different column names in excel sheet. Send data to a FTP This will happen everyday once I am new to dynamics 365, I did some research but nothing concerete is coming up to start with...
Pointless-Ai
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76

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Multi-tenant server-to-server authentication - User consent issue

I have followed this walkthrough to create a multi-tenant web application that can connect to Dynamics 365 CE Online. Walkthrough: Multi-tenant server-to-server authentication. When I ran the app for the first time and tried to sign in to the Dynamics CRM, it asked me to provide a consent that I ac...
Khadim Ali
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1

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32

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Edit “topbar” in dynamics crm hubs

I can not find a way to edit the 'topbar' that is used in Dynamics CRM hubs. I am able to edit certain elements with the sitemap, but not the topbar in the hubs. Example Any advise would be greatly appreciated. Thank you!
Not Sure
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91

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Generating OData client for Dynamics 365 Finance and Operations

We are currently trying to generate a C# OData client from Visual Studio, in order to read data from a Dynamics 365 Finance and Operations tenant. But the $metadata file is so large that the C# compiler fails with this error! CS8103: Combined length of user strings used by the program exceeds allowe...
Mathieu Renda
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42

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QuerySchedule WebAPI function call

I am using Web API calls to Dynamics 365 to get result for function QuerySchedule. I have tried using this as a bound function as well. But none of them returns the expected result. Below is documentation on this: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/queryschedule...
AshleyAsh1990
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Perform 'Is one of' filter using Dynamics365 Odata filter

When filtering in fields on D365, we have the filter option of 'is one of' which is more like SQL's where in clause. I'm trying to perform such filter operation using Odata but can't find the right way. Lambda has an any and all but don't know how to throw in a list to compare against.
John
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62

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Access token in React app SSO hosted in a Dynamics 365 web resource

I have a Reactjs app (aka Single-page Application) that is uploaded in Dynamics 365 Customer Engagement (formerly CRM) as a web resource. This web resource or app is displayed in an IFRAME inside an entity form and therefore this small app already has direct access to Dynamics 365 data using the Xrm...
Anwar
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1

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41

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Created an appointment in CRM Dynamics 365 using C#, But that is Not Coming into Outlook Calendar

I am following this link Book An Appointment In CRM Dynamics Using C# and am able to create the appointment in CRM Dynamics Calendar, which in turn returns the GUID and it's visible in Dynamics Calendar too. Also, I was able to change the Appointment status from 'open' to 'Scheduled' by using entit...
Partha Das
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58

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Impersonation does not work in Microsoft Dynamics CRM - SYSTEM user is always used

I am investigating impersonation in Microsoft Dynamics CRM 2016 / Dynamics 365 organization service and I found that the code is always executed on behalf of the system user (SYSTEM). I created a plugin that should execute requests on behalf of different users: system user (SYSTEM) default user use...
Roman Kopaev
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28

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Is it possible to enable server-based SharePoint integration programmatically?

I need to perform the procedure described here, but programmatically. Some background: I am automating a setup procedure for an existing software product. This product integrates with Microsoft Dynamics 365 for Sales (online, not on-prem) and SharePoint Online. The setup process is, as of now, a man...
Nahuel Prieto

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