In Dynamics 365/CRM Marketing, I have a Marketing Form that's hosted (injected) into a CMS.
I'm trying to validate the email addresses users enter against a list of invalid email domains pulled from Dynamics 365/CRM.
Is it possible to inject into the CMS a list of data pulled from Dynamics 365/CRM?
Related
I have a project that I'm working on and could use some help.
Basic idea is to create case in dynamics 365 CRM with data that customer submits trough form on my website. I did some research and found that i can use clickDimension or workflow. Butt this assignment is for my class and i need to do some coding. So my question would be where can i start or better what solution can I do with my code. Should I parse form submission to JSON and then pass it to CRM or just use CRM API and connect it with form. I'm open to any suggestions and if someone can help me and give me a few guidelines on what should I do. My coding knowledge is little limited so don't be hard on me if my first two solutions sounded stupid.
Thank you all :)
As mentioned your desired assignment is to do some coding,
I will do as follow
From submit on your website, Fire code (plugin,c#,java,python)
From your code, connect to Dynamics 365 (crm) webapi
Once you are connected you can easily create case in Dynmics 365 (crm)
If case creation is sucees or failure you can return
Dataverse API
Applicaiton user for Dynamics 365 webapi
Applicaiton user for Dynamics 365 webapi
Applicaiton user for Dynamics 365 webapi
If your website is WordPress based, you can use a plugin from AlexaCRM. Otherwise, if you can send an email from your website to CRM with required details, you can use the Email to Case functionality to automatically create case from emails.
I need to create a new Opportunity from the Dynamics CRM Partner Portal via a custom button. The company sells software with a server that holds license details from each customer. On the Customer page I have a link that links to a new page that shows the license details for the Customer (fetched from the License Server via REST). I now need to use this licence details and create a new Opportunity for the Customer via the Portal.
The above image is the OOB Customer entity form with an added link to view licence.
From the next image an Opportunity should be created with Opportunity Products as specified on the page. A01, A03 etc.
I am using MS Dynamics v8.2
Adding my 2 cents,
I think you cannot directly call Post calls as of now to CRM API.
Link stating same.
If you can tweak your process slightly a bit.
create a form or something and on save of record, fire workflow in crm which can be custom workflow and that custom workflow will take care of creating/updating opportunity with products.
Here is an article giving some Idea.
Is it possible today to use an iframe to host Microsoft Dynamics CRM?
Specifically, I would like to have a custom application (acting as PARENT most web application) which has an iframe displaying Microsoft Dynamics CRM (say, default home page of CRM). The custom application would have a collapsable/expandable area which would consume about 50-70% of the web application user interface. This collapsable expandable area would simply be an iframe with Microsoft Dynamics CRM taking up about 50-70% of the user interface real estate.
I need the iframe URL to be any URL I would normally browse to on the Dynamics CRM such that I can do just about anything I would normally do with the CRM in a browser tab as I can in the iframe.
For reference:
Parent Application = Twilio Flex 'Agent Desktop'
Is this possible? Thank you advance.
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 html page which is independent from CRM's webresource.
Can anybody please suggest me that is this possible or not and if yes then the way if there is any.
You can perform CRUD operations on Dynamics CRM 2016 and above using the Web API.
You mention that your application will be independent of CRM, thus it will be on a separate domain. You will therefore need to register CRM in Azure and query the Web API with CORS.
Here is a good example from Microsoft demonstrating how to use ADAL to connect an application with Dynamics CRM.
I am using MS Dynamics CRM 4 and requesting contacts in a list using the Web Service. My only filter I am applying is listname.
The problem is that in Dynamics the list has 3000 members but the web service is only returning 2200.
Anyone know why there is a difference? All records are of the same type and I have eliminated those that are not active.
Looking into this further it seems that when you look at the marketing list in dynamics the contact appears. However if you open the contact record the marketing list does not appear on the contact record.
There are restrictions on count of records can be returned with single request and you should avoid situation downloading large amount with single request.
I found sample of code for CRM 2011, you should have something like this
http://social.microsoft.com/Forums/en-US/80c1eb70-81db-49d4-8dc8-4cd04f4ae37e/retrive-more-than-5000-records-from-crm-2011-using-web-service-and-c?forum=crmdevelopment