Questions tagged [dynamics-365]

Use this tag for questions related to Microsoft Dynamics 365, which is wider umbrella to bring CRM, AX, PSA, HR, etc together.

Microsoft Dynamics 365 is Microsoft's latest a multi-lingual Enterprise Business Solution (CRM + ERP) which combines Dynamics CRM, Dynamics AX, Dynamics NAV, etc under one roof.

It makes use of Apps to segregate functionality such as:

  • Dynamics 365 for Sales App
  • Dynamics 365 for Customer Service App
  • Dynamics 365 for Project Service Automation App
  • Dynamics 365 for Field Service App
  • Dynamics 365 for Operations App
  • Dynamics 365 for Financials App
  • Dynamics 365 for Marketing App

It also includes Portal capabilities, Flow and PowerApps as part of its packaging. You can either purchase individual Apps or bundle them together. You can also customise these apps or build your own from scratch.

Dynamics 365 has a broad API (formerly known as the CRM SDK) that can be used to extend the product and implement various requirements. Check out Developer Guide for Dynamics 365 Customer Engagement for more details.

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Authorize WebApp to ADFS in order to access Dynamics CRM Web API

I have a web application that needs to speak with Dynamics CRM 365 Web API. The Dynamics CRM is configured as a Relying Party on ADFS. The server is Windows Server 2016 and everything is on premise and not on Azure. What I did to acquire a valid…
Ricky Stam
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Using Xrm.WebApi method in Web Resource opened in a new window

I have opened an HTML web resource in a new window using: Xrm.Navigation.openWebResource(webResource, windowOptions, data); This is an HTML web resource and it is loading the ClientObject in the head