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.
Related
Xrm.WebApi.retrieveMultipleRecords is available on CRM form.
Is there any way to query web api from the javascript on webpages?
Unfortunately we cannot use Xrm.WebApi in portals and they are native to CRM forms.
Recently web api is introduced for portals and you can use it for CUD operations from portal. MS documentation and this blog post can help you to understand and setup the pre-requisites like enabling settings, permissions, verbose.
For entity data retrieval - still we have to use fetchxml liquid tag. Read more
I'm trying to know if MS Dynamics can be included into an iFrame. We would like to integrate within a call center desktop MS Dynamics, and this would require that we can place MS Dynamics into an iframe. I have done a search, but I can only seem to find iframes within MS dynamics but not the other way around. In addition, MS Dynamics does not seem to provide developer accounts to test for free.
If anyone knows the answer I would really appreciate.
thanks,
No you cannot add Dynamics 365 (crm) as Iframe in your website. This is not allowed from Microsoft. This is basically due to cross scripting and authentication.
To solve your purpose you can use portals. Portals act as website and it will leverage/build on dynamics data (dataverse)
Look at this thread which mentions somewhat similar topic
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.
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.
Is it possible to do a Web Hook subscribe with Dynamics CRM?
Eg: Have an external application, which should be able to push changes into DynamicsCRM (like, update of a record), when the external application undergoes a change.
Is it possible to use WebSockets in Dynamics CRM?
Can I force my CRM server to cause a change in the CRM UI, to maybe, show an alert message / redirect the form?
Thanks in advance!
Reposted from https://community.dynamics.com/crm/f/117/t/282877
No. CRM can make Web Hook requests out, but cannot accept Web Hook requests. You'd need something like an Azure function with a Web Hook binding in the middle where the external application makes a request to the function and the function makes a request to CRM.
No. If you are using CRM on-premises you could build something custom but this isn't built into the platform.