I am trying to create SalesOrder via api and inserting them into SQL database . Tables I am using :
SOHeader and SOLine
Column to insert into both object : SlsperID
I am able to link line wih SLsperId but not with Soheader. I tried to create it manually and then cloned that row in SQL but still its not linking with Sales order. Maybe there is another table which holds relationship between Salesperson and SOheader
I know this is a year old... but just in case this is still an issue.... Could you provide some more details about how you are trying to interface with the Dynamics SL database? You mention that you are "create SalesOrder via api "... What "API are you using? There is no API included in the Dynamics SL product, so to answer your question, it would be very helpful to have a better understanding of what interface you are using.
Related
My Requirement
I have renamed my CASE entity display name to ENQUIRY so wanted to Change all CASE entity messages(e.g. Wherever "CASE" is used in message, will be changed to "ENQUIRY").
I tried getting the ResourceKey name from all the REGX file from the CRM, since was not sure which REGX file will be having the required ResourceKey, still was not getting any result.
When I added the entity messages for "CASE" entity and exported the solution the customization.xml had the following ResourceKeys and many more
So wanted to know how can we perform an bulk Update on Entity Messages without manually going and changing each message for an entity in Microsoft Dynamics.
I guess you are not trying to change schema name references or this ResourceKey, and you are trying these generic Entity messages. You can export translations to bulk edit in Excel and reimport. Read more
They are stored in displaystrings entity. If you want to try programmatically - still web api has possibility with below endpoint. Read more
[organization URI]/api/data/v9.0/displaystrings
The plural name (display name) should be used in a parameterized way from the CRM product perspective, though I remember the system views (Active cases, etc) were needed to be taken care after such display name changes. The customizations.xml will have them to update in one shot.
Facing this issue and cannot identify the root of this error. Any inputs will be helpful.
When trying to add a new Order Product record associated with Order entity, I am getting the below mentioned Business Process Error. When trying with Admin user it does not give any error, but when trying using Standard User it given this error. Please find the related error statement.
P.S: Does this thing has anything do something with Plugin or Business Process Flows?
Thank You.
I think you have an plugin or workflows attached to this entity or related entity to it.
If you check into this direction it will help you analyze deep.
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 link generated by the workflow using Record URL(Dynamic) doesn't include the app id and so when users click the link they are taken to Dynamics but are now outside the app.
My question is, is there a supported way to appending the App Id to the Record URL(Dynamic) attribute?
I've already searched for answers to this and cant find any. My solution was to create an Action which takes as input the Record and app ID, appends them and outputs them as an output parameter. This works to be honest, but I'm wondering if I'm reinventing the wheel and there is an easier way to achieve this.
Thanks and hope this helps anyone else with the same issue.
We can get the Application ID from Xrm.Utility.getGlobalContext();
The application ID is one of the properties that returned
var globalContext = Xrm.Utility.getGlobalContext();
globalContext.getCurrentAppProperties().then(
function success(app) { console.log(app.appId); }, function errorCallback() { console.log("Error"); });
For more details refer to Here
While we are waiting for MS to give the OOB option to choose Model driven app Id & embed in Record url of WF, I recommend you to follow Andrew Butenko’s workaround using Ultimate Workflow Toolkit to achieve it with no code.
This is basically using UWT custom step to append App Id with Record url on the fly.
I am new to CRM and flow and in building a flow using MS flow, I need to get a record from Dynamics CRM equivalent to below SQL query -
select * from contacts where emailId = '<email id>'
Can you please help me to understand that how can I achieve this. I tried using List records feature but it threw an error that OData query is not correct. Image of flow is attached.
Well, it's working, I just had to put the parameter supplied in the single quote like -
emailaddress1 eq '<Customer email>'
If I understand correctly, the issue you are facing is with Filter query, Flow is not throwing an Error.
I tried to replicate the Flow on my Instance/org.
The issue is see is your filter filed "emailadress" should be selected from CRM i.e from system.
It is not mapped from CRM rather you wrote it per hand.
Click on Filter query it will open the dialog from where you could map the
fields. Screenshot below will help you understand more.
when saving a modified account form on a MS Dynamics CRM 2015 on-premise installation I recently get an error:
Dependency Calculation
The dependent component EntityRelationship (Id=5288430f-7abf-e511-80cd-000d3a203473) does not exist. Failure trying to associate it with SystemForm (Id=e284b20f-a66d-4019-9a96-83d6ce65847e) as a dependency. Missing dependency lookup type = PrimaryKeyLookup.
This message is not quite useful to me to fix the problem.
If I want to fix it, where should you look for ID "5288430f-7abf-e511-80cd-000d3a203473" and which toold would you use?
You could try the CRM Metadata Browser. This is included in the tools folder in the CRM SDK that you can download for free. It is a managed solution that you have to install into CRM. Once installed you can use it to view information about your entities and their attributes
MSDN Page for Metadata Browser
Select your entity; This will then list all the attributes that belong to the selected entity, in this case Account
You can then look through all the relationships and look for the Metadata ID property of the record. For example, here is the ID for the Primary Contact relationship
You will probably have to examine all these relationships manually to find a match though.
Hope this helps