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Questions tagged [dynamics-crm-365-v9]

60 questions
15
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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5
votes
1 answer

Dynamics 356 v9 - use executionContext.getFormContext() with HTML web resource

Any ideas how we can we use executionContext.getFormContext() with an HTML web resource? only method that seems to work is parent.Xrm.Page which is now deprecated.
Decio Figueira
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2
votes
2 answers

POST/GET request from postman to Microsoft Dynamics crm 365

I was trying to create entity using Web API. So using my instance url, client_id, client_secret I can successfully generate access token and refresh token. But whenever I try to make any post request using that access_token, I get 401(unauthorized)…
user404
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2
votes
2 answers

Lookup field with custom filter not working properly in UCI

I have some JS code here that creates a custom filter using some criteria and then adds it to a lookup field on the form. When this code is triggered and ran the first time it works properly; the correct results appear. But if you change the…
deviant_innovator
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2
votes
2 answers

Getting the appid included in the Record URL(Dynamic) in a Dynamics 365 email workflow

I've been tasked with creating a workflow in Dynamics 365 which can send emails (the easy bit). However, the email has a link to the record (also easy using the Record URL(Dynamic) attribute). However, we use Apps in our Dynamics instance and the…
Andrew N
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2
votes
1 answer

Dynamics 365 9.x. Global context property of the form context. Supported?

While debugging web resources in Dynamics crm 9.0 I found that Form context always has a property context that is a reference to a global context. The provided global context is fully functional and very useful especially in home page ribbons. Why…
Michael Kalinovich
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2
votes
6 answers

Setting null for single-valued navigation property using Xrm.WebApi

We are in the process of remediation, re-engineering old JS web resources for latest D365 v9 sdk changes w.r.t Client scripting API improvements & deprecation. When rewriting the web api methods using Xrm.WebApi, we end up with this blocker. The…
Arun Vinoth-Precog Tech - MVP
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2
votes
1 answer

Dynamics 365 - Deployment Toolkit Error

I have been playing with developer toolkit for dynamics 365 in the last three days. I am working on a simple plugin sample. For uncountable times I had to create a new Package, connect to CRM and add my plugin project once more to the packaged due…
Bruno Willian
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1
vote
1 answer

Activation of BPF throwing error - An attribute with the specified name already exists

We recently refreshed Prod to Dev/QA. Developed a brand new BPF & deployed to QA, the BPF was not showing on the form. So deactivated the BPF & tried to activate it again in QA. Then it started throwing this error: Duplicate Field Name A field with…
Arun Vinoth-Precog Tech - MVP
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1
vote
1 answer

Dynamics WebAPI: Update only changed fields?

I am writing an application that accesses Dynamics 365 CE via the webapi (v9.0 / 9.1). My application retrieves a record and displays that to the user, the user can make changes and save the record again. In that case, my application will attempt…
buddybubble
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1
vote
1 answer

How to promote personal dashboard to global dashboard?

A business user has created a personal dashboard which is now become main dashboard for the company. I have a request to make this personal dashboard a global dashboard. I have tried all options I can see in customize system. Unless I create a new…
Digant
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1
vote
1 answer

Trigger Plugin on Business Process flow Change (D365/9.1)

I've written a plugin which sets the actual stage name to an custom field. This works so far. But if I’m changing the process from the ui my plugin is'nt triggering and the stage name (=> in my custom field) is not updating. My Step is "Update on…
Kevin Liss
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1
vote
2 answers

addPreSearch filter not applying

I am trying to use the addPreSearch function to add a custom filter to a lookup field, but the function does not seem to execute fully before the results of the lookup are displayed. The code for this looks something like this: function…
deviant_innovator
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1
vote
1 answer

Xrm.Navigation.openForm not honouring formid in Unified Interface

I have been using the technique in the following post: Xrm.Navigation.openForm not honouring formid which has beeen working great in the Classic Interface. I have updated my JavaScript to the following: function OpenSpecificForm(primaryControl) …
Bharat Premji
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1
vote
1 answer

Unable to set Price List and Currency on Quote Via Javascript in Dynamics CRM online

I wrote some javascript that loads values of price list and currency on Quotes entity. This used to work fine in CRM Online 8.2 but since upgrade to 9.0 I have started having a weird issue. So on OnLoad of the form the script runs and sets the…
hkhan
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