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Questions tagged [dynamics-365-sales]

50 questions
3
votes
4 answers

CrmServiceClient is always returning null Organization Service

I've got the following code to connect to Dynamics 365 Online organization. It throws a null reference exception on orgService.Execute(new WhoAmIRequest()); and error log is below the code. I've tried this on two machines with different console…
Nicknow
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2
votes
2 answers

Not able to set Status of imported products to "Active" in Dynamics 365 sales

I am trying to import product table data using Azure data factory to Dynamics 365 sales and it is being imported successfully. However all the products are in draft state, even though I had set the statecode (Status) value to 0 as in the…
Anant Rai
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2
votes
1 answer

Hide the buttons in the Global Menu (Command) Bar

Global Command bar in the Dynamics 365 for Customer Engagement contains some Global buttons like- Search, Task Flow, Relationship Assistant, Quick Create, New Activity, New Record, Advanced find, Import Data etc. I need to turn all those off, if…
Raghu
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2
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1 answer

How to do CRUD operations in Microsoft Dynamics CRM using html page

I want to do CRUD operations through HTML page without adding that page in Dynamics CRM's webresource. Using C# we can connect with dynamics crm and can do get/add/edit/delete operations using CRM's dlls but I don't know the way of doing same from…
chhaya_patel
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1
vote
1 answer

How to link a specific view to a custom form in Dynamics 365 CRM?

I am currently working on customizing an entity in Dynamics 365 CRM, and I have a requirement to associate a specific view with a custom form. Here's what I want to achieve: When users select the "Contact - Visitor" view, I want them to be able to…
rahes
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1
vote
0 answers

Want to open a quick create form after creating a new account in Microsoft Dynamics 365 Sales

I want to open a Quick Create Task form with the regarding field prepopulated with the newly created account's name. When a new account is being created in dynamics 365 sales it open a quick create for for the task but it is not being prepopulated…
Huzaifa Mehmood
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vote
0 answers

Business Dynamics 365 API - Not able to get Web/ecommerce enabled items only

Using Dynamics 365 APIs, able to get all the items created on Microsoft - Business Control. But there is an option to make the item visible on the Web/commerce. Through API not able to get a parameter that specifies whether the web is on the Web or…
Tarannum
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1
vote
1 answer

Using parent.XRM + removal of the ClientGlobalContext.js.aspx

Please I need input on deprecation of ClientGlobalContext.js.aspx according to the below article. We are using parent.Xrm in standalone web resource for an integration. I am confused about "window.parent.Xrm.WebApi.online.****" will these sort of…
Noor
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1
vote
1 answer

Disable discovery of my environments in Dynamics 365

In Microsoft Dynamics 365 Customer Engagement/ Sales, is it possible that I can disable/ block the global discovery service from returning information about any of the environments in my…
EpsiophI
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1
vote
1 answer

Cannot find Address 1: Shipping Method field for Accounts Entity in MS Flow

I am creating a Microsoft Flow for creating new records for 'Accounts' entity. However, I cannot find the 'Address 1: Shipping Method' attribute for Accounts in the list of attributes appearing when Accounts entity is selected. All other attributes…
user5337216
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0 answers

Wild card search is not working for Regarding Entity for New Note button on home screen of Dynamics 365 app

I am using updated Dynamics 365 app in my mobile (IOS). Once you log in, home page appear with Today view by default. There is a new button introduced in bottom is New Note. Once you click on the New Note button, it asks for Select Regarding…
Anish
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1
vote
1 answer

Creating a separate web portal which manages custom entities inside dynamics365

I have an assignment which manages some custom entities of dynamics365 sales application. Is it possible to create a separate web application which resides in dynamics365 sales portal? The web portal will have 5 to 6 menus and various forms with…
user1929135
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1
vote
2 answers

Error on dbo.DependencyBase when Importing from Dynamics CRM 2016 to Dynamics 365

I'm receiving this error when importing an unmanaged solution from Dynamics CRM 2016 to a clean instance of Dynamics 365. There are no other details so I don't know which specific entity is having a problem Cannot insert duplicate key row in object…
Gildon Opao
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0 answers

Dynamics 365 Opportunity Product Suggestions Pane: 0x80041103 Query Build Error

Ok so, I've inherited Dynamics 365 at a new work place and have become something of a defacto admin within the sales team as noone else has any prior experience in Power bi / apps. I've been reconfiguring their Sales Hub app to align with how the…
Hannah
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0 answers

How to use Xrm.Navigation in your channel integration framework client applicaion

Currently I am working with channel integration framework 1.0.My application is loaded inside Customer service hub/ Sale Hub. When my application loaded inside my organization it load Microsoft.CIFramework JavaScript api. But Xrm is not loaded. I…
Ahsan farooq
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