I’m using the CRM Online 2016 Web API. Now the only information I have is a savedQuery or userQuery record. With this I can get all records of the view, but I also want the column names of this view.
Is there an easy way to get column names using the web API with only the information of a savedQuery/userQuery record?
I already have an indirect way of getting the column names(using the LayoutXML).
Have a look into Use the Web API with Dynamics 365 metadata, this allows you get to information about the entity structure.
Not 100% if this will be better than using the Layout XML, but worth considering.
Related
Which entity does represent it? How to get data from it using WEB API?
I do not find any information about how to fetch data from 'Timeline' window on account and contact entities. Is it possible to query all necessary info using /api/data?
Timeline is not an entity and not expose via web api endpoint. It's a custom PCF control (maybe) and all about a placeholder for showing all activities, Notes, Posts for that particular record in chronological order. Btw, Timeline can be added to Dashboard also. Read more
You can pull all the activities, Notes (annotation), Post feed & display in the same fashion if you build a portal separately.
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.
Scenario:
In our previous CRM system, our users had unique numeric identifiers in the form of UserID. From our internal API side we have only have access to the UserID. Our UserID has a mapping in the Contact entity. But we can't do filter queries using Dynamics Web API on Entity A since we don't have the lookup Guid for the Contact. As a result, we first make a request to the Contact entity to get the Guid and then use that response to filter Entity A.
Making two requests seems like a performance hit. What are some possible solutions to mitigate this performance hit? Anything configurable inside Dynamics 365 CRM, maybe on the field or entity level?
Another approach we're considering is caching that mapping information (User ID <-> Dynamics GUID), but even that seems like its too technical when there might be a simple solution available.
I believe Andrii has basically answered your question here:
Join and filter condition between CRM entities using Odata query
Using fetch XML you can filter your Entity A by related contact fields.
I am building an integration system using Logic Apps connector to get details of updated records in Dynamics.
I only want to take action when certain fields have changed.
My problem is that the output from the connector shows all the fields after the record is updated.
I'd like to know which fields have changed so my Logic App can decide whether or not to take action.
Does anybody have any ideas? I was thinking of triggering the logic app via HTTP POST and post from inside a custom workflow activity when certain fields change but I wanted to hear if anyone has a better solution first using just the Logic App with Dynamics connector.
Logic app connector for Dynamics 365 exposing triggers which has record level checkpoints like create/update/delete but does not have field level filtering granularity.
Probably your decision is correct by going with Custom WF activity or a Plugin that triggers on filtering attributes of your choice, then invoking Logic app within Plugin/WF using HTTP POST.
Replacement Dataverse connector has ability to trigger based on specific changed fields using following options:
Select columns - filteringattributes - string: Enter a comma-separated list of column unique names. The flow triggers if any of them are
modified
Filter rows - filterexpression - string: Odata expression to limit rows that can trigger the flow, eg. statecode eq 0
Note: [As of 2022-Nov] The new connector is not yet available for LogicApps.
"Microsoft Dataverse (legacy) connector will be supported by Microsoft until the Microsoft Dataverse connector supports Logic Apps."
The new connector is available in PowerApps - the experience was 99% identical, difference appears to be a different billing/organizational model than Azure Logic Apps.
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}