How do I create an Option Set Item in an already existing Option Set List with the Dynamics CRM 2016 web api ?
I believe you are looking for the InsertOptionValueRequest message, and its corresponding InsertOptionValue WebAPI action. See Request and Action MSDN pages for details.
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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.
how can I create a workflow in Dynamics CRM Online that creates the envelope, add the recipients and then show the DocuSign web resource so the user can choose the document to use in the envelope and apply any available templates, and then click send?
I am sure it will need to be a custom workflow, not 100% sure how to show the DocuSign frame after the envelope creation. Can I use the existing web resource available after the DS solution installation, or would I need to create my own?
See the DocuSign for Microsoft Dynamics guide here
See DocuSign Custom Activities on page 21.
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.
Is it possible to get a user object from Dynamics CRM Online 2016 Web API by the users ObjectID from AzureAD.
I am able to get a user by its windowsliveid (as in example below) but cannot find the GUID for the user that is shared between Azure AD and CRM Online.
/api/data/v8.1/systemusers?$filter=windowsliveid eq 'user.name#contoso.com'
Maybe this isn't even possible?
You are looking for azureactivedirectoryobjectid attribute of systemuser entity. MSDN Reference
The below code should work.
/api/data/v8.1/systemusers?$filter=azureactivedirectoryobjectid eq guid
Note: guid without single quotes
In Dynamics 2011 installation i have an Attribute with "Secured" option enabled. And I develope a software, where I use only assemblies from crm 4.0.
With CRM 4.0 assemblies I can retrieve permissions (for particular user), but not prohibitions (i achieve this just quering following dynamic entities: fieldpermission, fieldsecurityprofile). The fact, whether the field is secure i can only read from Metadata and i need crm 2011 assemblies for it (in CRM 4.0 AttributeMetadata class has no property "isSecured").
My Question is: how can i retrive, if the Attribute has field "isSecured" enabled, not using Metadata from CRM 2011, only using CRM 4.0 assemblies ? Maybe i schould query something? Or use SQL (i can use only webservices, i have no direct access to dynamics database)?
Why can you not use the 2011 assemblies?
If you are forced to stick with CRM 4 assemblies, then I would do a fiddler trace of what the 2011 assemblies do and then execute a similar SOAP XML request.