Is there a standard way to get the current Dashboard name using the Dynamics javascript SDK ?
You can use the Custom Parameter(data) under Web Resource Properties to send the Dashboard differentiating flag, parse the querystring & achieve what you want in web resource. Read more
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We are working on a Canvas app that allows user to perform bulk operations such as assigning roles to users, manage privileges, etc. For this, we created a custom connector at the PowerApp that calls the Dynamics CRM Rest API to perform various operations using swagger JSON. The Azure AD tokens have been used for authentication.
To avoid various UI limitations and challenges, we are now planning to switch to model-driven app. Two questions:
1. How can we create a PCF component that consumes/call aforesaid Dynamics CRM rest API?
2. How to embed this component on Dynamics CRM model-driven app, so we can use them in Model-driven apps?
How to embed this component on Dynamics CRM model-driven app, so we can use them in Model-driven apps?
If you decided to use PCF as your component instead of web resource, better know the limitations. PCF control can be rendered either as a field control or dataset control which means you are going to replace the textbox or subgrid into something else for visualization.
Documentation says:
- Replace a field that displays a numeric text value with a dial or slider code component.
- Transform a list into an entirely different visual experience bound to the data set like a Calendar or Map.
How can we create a PCF component that consumes/call aforesaid Dynamics CRM rest API?
If it’s web resource, we will simply utilize Xrm.WebApi for calling crm web api within HTML/ js webresource in same context.
If it’s PCF, still crm context will support you like this:
this._context.webAPI
.retrieveMultipleRecords(TSWebAPI._entityName, queryString)
.then(........
Learn more: Code Reference
Good thing with both of these approach is, no need of extra authentication or token. As they are running inside CRM, current user context will be used. If you want to impersonate some privileged service account for role assignment, it’s possible too using web api header.
I'm trying to integrate third party application with the dynamics CRM.
Authenticate the Dynamics User > Importing all the users data into third party application is my target.
But I'm unable to find the proper way to do this. I have gone through the developer docs but didn't find the solution. Can anyone please help me with this ?
Thanks for the clarification. You can get the Web API URL from Settings > Customization > Developer Resources > Instance Web API.
It will be something like:
https://myOrg.api.crm.dynamics.com/api/data/v9.1/
Using that URL you can query the system and get JSON results.
Going to the root URL will give you the collection name (a.k.a. EntitySetName) of all the entities in the system (which for users is systemusers).
Generally the EntitySetName will be the plural of the entity (i.e. just add 's'), but there are some quirky rules for making plurals so its best to confirm the entity set name via the API or a tool like XrmToolbox's Metadata Browser.
The most basic query for users would be:
https://myOrg.api.crm.dynamics.com/api/data/v9.1/systemusers
It will return all fields of all users.
To get a set of fields:
https://myOrg.api.crm.dynamics.com/api/data/v9.1/systemusers?$select=salutation,fullname,jobtitle,createdon,internalemailaddress
To add a couple filters:
https://myOrg.api.crm.dynamics.com/api/data/v9.1/systemusers?$select=salutation,fullname,jobtitle,createdon,internalemailaddress&$filter=isdisabled%20eq%20false%20and%20address1_line1%20ne%20null
Of course you have to do this with Java's XmlHttpRequest. When querying data you can use HTTP GET.
To test the above queries quickly you can simply login to the D365 web client then paste a query into the browser's address bar.
You may also want to check out Jason Lattimer's CRMRESTBuilder. While it doesn't build Java, it gives you a UI to create JavaScript XmlHttpRequests, which you can then translate to Java.
And here's some Microsoft documentation on querying the Web API.
I am a beginner to CRM Dynamics. I want to build a web page in CRM Dynamics. Example like Registration page, Listing page of users i.e. any page which displays data based of custom business logic and pages should be authorized only to authorized users.
I just want to build site just like we do with Salesforce using visualforce pages and custom apex classes and all.
How to achieve same thing in CRM Dynamics? and what are ways to achieve this?
The Sitemap allows you to bind to a custom webresource.
You might want to start by adding to your Stitemap an item that links you to your custom HTML page and then work with json, jquery, for your business logic.
From the HTML you can call actions using Process.js and run C# logic.
Alternatively you can consider Portal.
I often use the WebApi endpoint, an html web ressource and a single-page application javascript framework, like Knockout, to achieve this.
The important is to host every component as a web ressource or use a CDN.
We have an web site and CRM. User fills form on a web page then we send this data into CRM as contact. Also Google analitycs gets more info about this user directly from web site. Is there any possible way to get data from Analitycs to combine it with CRM data?
If this is important: Bitrix24.com is used as CRM (installed on our server).
Thanks in advance.
You need this web-site: https://developers.google.com/apis-explorer/?hl=en#p/analytics/v3/analytics.data.mcf.get to construct API-request.
Set your CustomerID in filters field like this: mcf:adwordsCustomerIDPath=={customerID1}
There is an option to "Add a custom field" in Google Contacts web page, when we create/edit a contact.
Using Google Contact API v3.0, we can add "extended properties" using 'gd:extendedProperty' xml-element.
Are these two pointing to the same field. When I create an extended property via API, I am not seeing that field/value in the Google contacts web page view.
I get a feeling that, the gd:extendedProperty is solely for API based manipulation purpose. Is it right?
In that case, is it possible to create a "Custom Field" via API and I want that field/value to be shown in the Google Contacts web page.