I have a column in an import file that should be linked to an option set in CRM. There are values like “All” like in this case below for example:
Can we support these type of scenarios somehow when importing data to CRM?
I'm using Microsoft Dynamics CRM 2013.
Thanks,
Optionsets inside Dynamics CRM can hold maximum one value, they don't hold multiple choices, so in your case a Category can be only an Hotel or an Office, can't be both Hotel and Office (or all your values)
Related
Apart from Plugins, Is there any way to check if value in entity record has changed using C# MS Dynamics CRM SDK? (Online version)
You could:
Use an on change of field workflow.
Use an on change of JavaScript function (client side only).
Programmatically examine the audit logs.
Programmatically check for record changes every 5 minutes from an external application.
I have created a workflow in Dynamics 365 and accidentally had set the primary entity to Contract instead of Contact. Is it possible to change it without recreating?
I found the answer in another forum, so, just for the records, it's not possible. Only solution is to delete and recreate.
I want to use or get 2nd level related entity's data in Dynamics CRM 2013 workflow process but 2nd level related entity is not available
Best approach is to write a custom workflow activity to do this.
http://msdn.microsoft.com/en-gb/library/gg334455.aspx
If this is not something you can do, the alternative is to use a third party custom workflow activity that will give you what you need.
For example : http://workflowfieldlookup.codeplex.com/
Bear in mind that if you are using CRM online, some custom workflow activities may not work in the CRM online sandbox.
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
I've created a custom field in MS CRM 4 entiry used for calculations. Usually it would be filled by the plug-in handler.
How could I initialize this field for all records without changing the "modified at" and "modified by" fields?
Is it possible from Web Service API?
I've heard of people running a SQL UPDATE statements on the CRM tables without adverse effects. I've even had MSFT premier support give me an UPDATE statement to fix a problem with a user's record.