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
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 am trying to implement an evaluation survey for meetings, using Microsoft Forms over Office 365.
After I create and generate the link, I can get the info in an Excel file, but am missing a field with which I can link the survey's answers to the meeting.
Desired output in as seen in this image (all fields are already generated by Forms, except by that whose content is highlighted in yellow, which is the one I need to find out how to generate):
For the time being, I have 2 issues to solve:
How can I generate an ID for a meeting from Microsoft Outlook (where the meeting invitation was sent).
How can I pass that ID to Microsoft Forms.
Ideas about this or an alternative approach are welcome, thanks!!!
I think I have found a better approach:
To scrape all appointments in a period of time via API
To load appointment's data in MongoDB
To send personalized links to Outlook Forms questionnaires.
Here is the API documentation:
https://learn.microsoft.com/en-us/previous-versions/office/office-365-api/api/version-2.0/calendar-rest-operations
I am creating Dynamics Marketing List in dynamics 365 for the contacts. Then trying to use a Query where Contact's Job Title contains "Astro" and it is returning me 2 contacts in the Query as it can be seen below
enter image description here
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Then i click on Use Query button, but rather loading these contacts from the query, CRM is displaying all the contacts from the system.
enter image description here
I have tried using different browsers but no help, i couldn't find what is going on with the system.
Any help will be highly appreciated.
Many thanks
This may be the issue with fetchxml query stored for identifying the members.
Check the value in query column of Dynamic Marketing list record & identify the root cause of this problem.
You may need to use a SDK call if it's not readily available to check the query value in CRM online.
Refer:
https://community.dynamics.com/crm/b/crminogic/archive/2011/11/28/where-are-the-list-members-of-a-dynamic-marketing-list
https://blogs.msdn.microsoft.com/crm/2010/11/08/marketing-with-dynamic-list/
I am planning to use zoho crm for my business. On on side I have clients who pay my business, on other hand I have online customer to whom I assign work given to me by clients. So basically my business is kind a mediator.
Now I want to use zoho crm workflow automation like when lead is created signup mail should be sent. I want to increase lead score when client does particular activity. I want to use webform to capture leads.
My issue is that zoho crm gives very less number of APIs like 500 per user per day. Then how do I do capture leads directly into crm. How do I increase lead score.
How do you guys manage such scenarios ?
The API Calls per day day will depend of your subscription plan.
Standard: starts with 2000 calls per day
Professional: starts with 3000 per day
Enterprise: starts with 4000 per day
Reference link
In several cases this will be enough, however there are a little tricks for saving API calls like using the API V4 in which you can insert/update multiples records (100 per request).
Also, you can use the custom function (zoho deluge) in the CRM and set yours workflow rules like:
Each time a new lead is created with the status "Not contacted" then:
Send a welcome email
Create a case (zoho deluge)
Create a taks (zoho deluge)
etc.
The rate limit for zoho custom functions is not the same as zoho api calls. (Integration Tasks - 25000 Zoho API calls/day using deluge.) So you can use both of them.
Reference link
I know that deleting users in Dynamics CRM is unsupported. However, this is just a test environment that we have put up and now it needs to be 'formated'. I have managed to delete all the cases, appointments ect...
Just want to know if there is a way of deleting the users as these users have address then the address that they have is being used on a 'User Locations' dashboard, so even if I disable the users they still appear on this dashboard. Is there a way to stop that?
After a little investigation i found two ways that got around the problem of the address being displayed on the dashboard for disabled users.
Sticking to guidelines I did not DELETE the users from dynamics.
SOLUTION 1 - Good Fix
I amended the oData query that the JavaScript file used to get the data from dynamics. This then filtered the data that I was getting back from dynamics by using the isDisabled schema field name.
SOLUTION 2 - Bad Fix
I went to into each of the users that had an address and replaced the current address with the value of 'null' for each field as this is not picked up by Bing Maps when making a geoCode request.
Hope that helped if anybody reads this.