Hello, I need to use the CRM Web Api because i have to expose some data to others applications. So some applications will retrieve datas from my CRM by accessing the Web Api CRM.
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Forum Post: RE: Is there a way to generate class from crm web api ?
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Forum Post: RE: Is there a way to generate class from crm web api ?
Is it possible to do that with what you are calling XrmTooling? If yes, i'm wondering of the utility of the CRM web api.
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Forum Post: RE: Is there a way to generate class from crm web api ?
Here is where you can start with XrmTooling - docs.microsoft.com/.../sample-quick-start-xrm-tooling-api Have fun.
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Forum Post: Use linq or fetchxml query with dynamic entity list
I'm building a .net console application to query certain crm records (8.2 on-prem) and save the field values to an xml file. For example I want to query a contact and get values from 20 fields. I'm using entity framework 6 and I created a db and table where one of the columns has the 20 fields names that I want to use in my query e.g. firstname, lastname, email, etc.. How can I use the list of fields that I get from my ef context/dbset in a linq query? var context = new DBContext(); foreach (var field in context.DBSet) { Console.WriteLine(field.CrmField); } In code above, field.CrmField are all the field names that I'm trying to use in my linq query below: var linq_query = from c in orgSvcContext.CreateQuery("contact") where (String)c["trigger_field"] == "100000001" select new { //Instead of hardcoding these values, I'd like to use the list from ef above contact_id = c["contactid"], first_name = c["firstname"], last_name = c["lastname"] }; foreach (var record in linq_query) { Console.WriteLine($"Linq: {record.first_name} {record.last_name} - contactid:{record.contact_id}"); }
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Forum Post: RE: Solution import error
Hi, What type of solution are you importing ,is it managed or unmanaged ? I think still some dependent resources are there in your source instance , try to check if anything you find in your source instance. Did you check dependencies before delete the fields or are you aware any dependencies ? If you are using managed solution then do following steps might be helps you- - Clone solution and give new version. - Import solution to your target instance, in the import window choose stage for upgrade and overwrite customization. - Once import done , click on apply solution upgrade.
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Blog Post: Adobe and Microsoft announce new account-based sales, marketing integration for Marketo, LinkedIn, Dynamics 365
Adobe and Microsoft announced they will deepen their relationship with new integrated scenarios that blend Marketo, LinkedIn, and Dynamics 365 for Sales. The new capabilities are focused on account-based marketing and selling in the B2B space. A few of the details include: .... Read More
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Blog Post: Budget for a Microsoft Dynamics 365/CRM Implementation with Our Quick Quote Wizard
Purchasing and implementing a new Customer Relationship Management (CRM) system does not have to break your budget. There are plenty of affordable solutions out there and even free ones. What you need, however, is not the most expensive solution or the cheapest one but rather the best solution for your organization. Microsoft Dynamics 365/CRM is a quality solution offering licensing solutions to accommodate your organization’s needs and budget. The CRM Software Blog's Quick Quote Wizard The CRM Software Blog’s Quick Quote Wizard is our easy-to-use quote tool that can help you determine how much you will spend on licensing, installation, and support for Microsoft Dynamics 365/CRM so you can figure if it fits into your budget. Not all of your employees require equal access to your business management software. Not everyone needs to be an administrator, so why should you pay for 20 full-access users when you only need one or two? Microsoft Dynamics 365/CRM offers user types with role-specific functionality. Each user license you purchase will have a type assigned to it and will be priced accordingly. Know what you are paying for and get what you need. The quick quote tool will take you through the process of deciding which user types you need and the quantity of each. It will also help you decide between an on-premise vs. cloud deployment. Here’s how the Quick Quote Wizard works: On each page of the CRM Software Blog, find the orange bar labeled “Request Instant Quote Dynamics 365/CRM.” Click on the bar, and you’ll be taken to the Quick Quote Wizard questionnaire. Fill in some basic information about your CRM requirements and the Wizard will instantly and automatically email you a budgetary estimate of the total cost of owning and operating Microsoft Dynamics 365/CRM. There is no obligation attached; the Quick Quote Wizard is a free service we provide for our readers. Taking some of the guesswork out of planning a CRM implementation goes a long way toward ensuring you keep costs down and your business running smoothly. Why not try the free Quick Quote Wizard today ? By CRM Software Blog Writer www.crmsoftwareblog.com The post Budget for a Microsoft Dynamics 365/CRM Implementation with Our Quick Quote Wizard appeared first on CRM Software Blog | Dynamics 365 . No related posts.
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Forum Post: Custom Plugins solution
Do we have any solution to import with all reusable custom plugin?
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Forum Post: RE: CRM 2016: User doing imports permissions
For Active Directory permissions, you will need to identify the names of the AD groups. You can get this from either the ConfigSettings table in MSCRM_Config or the respective field names (e.g. ReportingGroupName ) from the 1 record in the OrganizationBase table in the _MSCRM) database. If they are different, use the values from ConfigSettings. For an organisation import, you should only need permissions on the ReportingGroup, though to be safe I'd ask for permissions on the other groups too. You need 'Add User or Group' permission on the AD groups
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Forum Post: RE: CRM Approval Process
Hi David, It sounds like your advise works as an alternative. I am trying it but have some firewall settings not allowing me to use it. Let me get back if I can get success with it. Thanks for the idea.
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Forum Post: Quality App Service Deliverance
Every company needs dynamic results in iPhone development. Making decisions of selecting the service that provides quality app development is crucial and that’s why the company I work in that is an insurance company requires a quality iOS application for the clients. What about custom iOS app developer if I hire separately, I need your reviews about it according to your experience. Kindly share your opinion about the service quality in deliverance the best app iOS application. Discuss, what makes an app good? What elements are needed in it to make it successful for the users?
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Forum Post: RE: CRM 2016: User doing imports permissions
Thank you VERY much. You've been very helpful.
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Forum Post: RE: Uninstalling Attachment Management Solution
please mail your questions to appsnotify@microsoft.com. they will respond.
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Forum Post: RE: Custom Plugins solution
Hello, Can you please elaborate a little bit more your need?
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Forum Post: RE: Custom activities forms got stuck after Google Chrome update
We're experiencing the same issue when navigating from Opportunities to another custom entity. We're on Dynamics 365 Online.
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Forum Post: RE: Custom activities forms got stuck after Google Chrome update
Hi Hugo G. Morillo, I recommend using an earlier version of Google Chrome or another internet browser until the issues are resolved.
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Forum Post: Mapping data isn't working
Hello I've created two custom entities Campus and Student. Student has a Lookup field to Campus. I'd like to be able to create new Student records upon a button click from a Campus record (I created an 'Add Student' button to Campus entity using ribbon workbench). Both of the entities have an Address field and I'd like the Address field in Campus to be mapped to the address field of Student. In the 1:N relationship between the two entities I used mapping to map both of the fields ,but when I click on Add Student the field Address in the opened Student record remains empty. What could be the problem here? Is it not how mapping works? I'd appreciate help Thank you.
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Forum Post: Lead names from Dynamics CRM don't show when they call the Company Owner to their personal phone
Hi We have found internally that when CONTACTS in dynamics CRM are calling their personal phones their name (as saved in CRM) displays on the phone they are calling, as caller ID. This is happening even when the contact IS NOT saved in the phone address book, so this is somehow pulling from Dynamics CRM. However this does not happen for LEADS. So when a lead is calling a member of the teams personal phone, and they exist in CRM, it is just showing the number they are calling off, not their name as the caller ID as it does for contacts. Can anyone explain to me how this is set up, and why this is working for contacts not leads? All members of the team have the CRM app, so it should be pulling through? We just need to ensure this is up and working for both contacts and leads. Thanks
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Forum Post: MS Dynamics 365 Running slow for users 28-03-2019 3.25pm
Our instance of Microsoft Dynamics 365 CM v9 is running slow when attempting to load pages, there is no notification from Microsoft of any known incident occuring elsewhere. We are not running any reporting or exports from Dynamics currently that might be causing this issue. Might anyone have any ideas as to what may be the cause?
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Forum Post: Dynamics 365 (CRM) BPF finished break
Hi, How can I break the onchange with status "finished" of a BPF in JavaScript? The Issue is: the CRM user can click on the finish button in the BPF before the form is saved. In this case I have to break this event and give a message to user. best regards Ziad
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