Im trying to migrate the systemuser from CRM OnPremise to CRMOnline using Scribe.
I mapped in my dts all the required fields but the next error happen all the time:
This is not a valid Microsoft Online Services ID for this organization.
The only guid mapped is the businesunit so I dont see the problem. Any ideas?
That would not work. In CRM Onine used other approach. You will have to create users manually.
Related
We have a case where we need to retrieve sharePoint Document details for particular record in Microsoft CRM, we need exactly two information from the record which are the filename and regardingobjectid (to whom this document belongs to).
I found this post:
https://mscrm16tech.com/2020/09/09/get-sharepoint-document-details-for-particular-record-in-ms-crm-using-fetchxml/
I followed the same approch and i used the fetchXML in c# console program it worked as expected but the probleme when I created an API in azure APIM which will communicate with dynamics to get the results of the fetchXML, here is the policy that I have created:
When I test the API I get this error message (statuscode 500)
NOTE: I checked the URL in the browser (with the same fetchXML) and it worked without a problem also the authorization token was added successfully! also I get the same problem when I tested it in Postman.
What is the problem? I really don't know what to do here, any help will be appreciated.
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.
I have to verify an email is successfully triggered or not when an entity created or assigned to someone in the Dynamics crm using the web api. Can someone help me with the api query I can use for this?
You can use this below web api query to fetch the result, if there is an email record created for your scenario then the result will show up.
https://devorgname.crm.dynamics.com/api/data/v8.2/emails?$select=activityid&$filter=_regardingobjectid_value eq <record guid>
You can build such queries in CRM REST Builder or even in Advanced find query to validate and download the fetchxml. You can use XrmToolBox plugins like FetchXml builder to enhance the downloaded fetchxml and test.
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
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.