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
1169 questions
21
votes
2 answers

CRM 2011 Online Plugin Uploader to support CI

I'm involved in developing a sandboxed Microsoft Dynamics CRM 2011 Online plugin and have a set of tests that I can drive from a xUnit front end on my local machine given that I right-click the Package and select the Deploy option (and resort to…
14
votes
1 answer

CRM 2011: Getting entity with Javascript

I am working on some CRM 2011 Online customisations and I need to get an entity using javascript. The entity I need will be based on the ID value of another field (a Contact entity) - this Contact ID I can get fine. The entity I want is a custom…
musefan
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14
votes
4 answers

How to get formContext in Ribbon command of Dynamics 365 9.0

In Dynamics 365 9.0 there was quite a big change regarding how to access form attributes and controls - instead of Xrm.Page namespace, we should pass executionContext to a function and get formContext using getFormContext() function. This is working…
Pawel Gradecki
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9
votes
5 answers

Call C# Code from Ribbon JScript CRM Online 2011

I need to have some code execute on the click of the ribbon button on an entity that updates some related data from CRM Online 2011. I would prefer not to have to write all of this logic in JScript. Is there a way to call into C# code from…
9
votes
3 answers

How to fetch more than 5000 entities from CRM

I'm querying MS Dynamics CRM Online from my console app: public EntityCollection GetEntities(string entityName) { IOrganizationService proxy = ServerConnection.GetOrganizationProxy(); string request = string.Format("
Tschareck
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9
votes
1 answer

Azure Active Directory logout (clear persistent token)

I am developing a Windows Store application that communicate to Dynamics CRM Online using Azure Active Directory for the authentication. The application uses this CRM 2013 SDK example: SampleCode\CS\ModernAndMobileApps\ModernSoapApp and refers to…
8
votes
1 answer

Plugin Registration Tool source code

From version 5.0.13 the source code of Plugin Registration Tool is not available inside the CRM 2011 SDK (the executable is inside bin folder) Because Microsoft only hosts the latest version, the source code isn't available anymore. Someone has a…
Guido Preite
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7
votes
1 answer

How to add a Custom Sitemap Area/Group/SubArea for a managed solution?

Purpose: To add a Group with SubArea (opening a WebResource), which could be added in a managed solution. Sitemap state before installation and after uninstallation should be same. I understand how merging in Dynamics works and that is not an issue…
7
votes
2 answers

Should ToEntity Be Used Instead Of A Cast?

The Xrm Sdk defines a ToEntity method. I've always used it to get my early bound entities from CRM. Today I was reviewing some code and saw that the entities were just getting cast: var contact = service.Retrieve("contact", id, new ColumnSet())…
Daryl
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7
votes
2 answers

Custom Workflow Activity not showing in Plugin Registration

Could anybody suggest what I am doing wrong here? I have created a Custom Workflow Activity using this sample Create a custom workflow activity. But this is not showing up as a plugin/activity type in Plugin Registration Tool. See image below: My…
7
votes
0 answers

Dynamics CRM online Import error, received before Field Mapping

I was having problems with Dynamics CRM online getting a recordset to import. I have now reduced the problem to one field. I have a field, named 'Description', a text field that is junking up the works. When I try the import to CRM online WITHOUT…
samiboy
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6
votes
3 answers

'An undeclared property' when trying to create record via Web API

I am getting an error which I just cannot seem to debug. I am trying to create a custom activity entity via custom HTML/JavaScript web resource. The user clicks a button and the following params: var params = { 'rob_faqid@odata.bind':…
6
votes
1 answer

How to find issue while installing Managed Package in Cloud CRM Dynamics 365?

I am facing an issue while installing my Managed package in Cloud CRM Dynamics 365. As I am not able to track the issue, it's a headache. Let me explain the key points: I have set customizable false for all the components I have registered Plug-in…
Nanji Mange
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6
votes
1 answer

Creating Post with Dynamics CRM Web API

A Post entity (https://msdn.microsoft.com/en-us/library/mt607553.aspx) cannot be created using Dynamics CRM 2016 Online Web API. This payload should create a post on POST /api/data/v8.1/posts { "text": "Test Single Post", "source": 1, …
6
votes
1 answer

CRM 2016 oData expand on collection

I'm trying to retrieve multiple data from the new REST API but I have a strange issue. If I use $expand on a collection then it doesn't work. The request is: GET [Oranization URL]/api/data/v8.0/accounts?$expand=contact_customer_accounts…
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