dynamics crm vs salesforce

Dynamics CRM 2015 Update 1 Series (3): Old APIs VS New APIs, dynamicsapis Today, let's take a look at API changes. Some common data processing APIs are removed in the new system, such as SetStateRequest, SetBusinessUnitRequest, and SetParentBusinessUnitRequest. Now we do this type of operation without calling this type of API separately. We can directly construct the expected Entity object and push it to t

Dynamics CRM removes invisible entities from the advanced search list, dynamicscrm Sometimes we do not need to display an object to a general user, such as a configuration object. However, this type of object sometimes needs to be read when the general user is authorized to read ODATA, hiding on site maps is easier to use tools to Configure permissions. In fact, this step is generally done, but some custom

/data/v8.0/accounts?fetchXml=%3Cfetch%20aggregate=%22true%22%3E% 3centity%20name=%22account%22%3e%3cattribute%20name=%22name%22%20aggregate=%22count%22%20alias=%22ct%22/%3e%3c /entity%3e%3c/fetch%3eFinally, we call it through the following code and return the result: Httprequestmessage acccountreq = new Httprequestmessage (httpmethod.get, Webapiurl + "/accounts?fetchxml=%3cfetch% 20aggregate=%22true%22%3e%3centity%20name=%22account%22%3e%3cattribute%20name=%22name%22%20aggregate=%22co

sometimes we don't need to show an entity to a general user such as configuring entities, but this type of entity sometimes needs to be read to the general user, and the hidden comparison on the Sitemap is easier to configure under the tools. In fact, this step is generally possible but some customer requirements are relatively fine, not allowed in the advanced search to see the entity, how to do it, this is what I want to say. Finding a variety of data will find that there are no open settings

See someone ask this question, here is a brief description of the solution, mainly for the first encounter this problem foggy friend, error is as followsWhen we built the lookup associated with this setting, for many novice default is this does not make changes, because no one in itself to tell him how to do, here will involve a navigation display problem.I would like to cite an example, the warehouse inventory and warehouse has a n:1 relationship, that default in the navigation with the plural

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("Opportunityclose", Closeoppitem); Winoppreq.content = new Stringcontent (Jsonconvert.serializeobject (requestbody), Encoding.UTF8, "Application/json"); Httpresponsemessage Winoppresp = await client. SendAsync (Winoppreq); if (winoppresp.issuccessstatuscode) {jobject result = jsonconvert.deserializeobjectIt is convenient to call these actions, only need to construct a good URL and the request body, call these requests in the light client is very convenient, at least we do

Accurate conversion of time field values obtained by Dynamics CRM form Javascript This article continues the previous blog article to continue the time field conversion experiment. This article describes how to obtain and update the time field in the form Javascript, and whether the conversion in time is required, first look at the time field value obtained through ODATA Of course, you can see that the

Dynamics CRM Web API support based on the view to query data, Bo Master at the beginning to see the feature, really let me a bright, this function too to force, completely subvert the previous complex cumbersome to take the number of ways, now the view really to define once, everywhere reuse of the point! The use of the method is also very simple, just need to add a parameter and specify the view ID that ne

be System.IO below the Oh, specific to see. I created a new test entity, and the exported XML is like this.just beginning to see these two request a little surprise that you can save the trouble of exporting the solution, through the code Export Direct Edit and then pour into the system on the line, because you know the export solution is a very troublesome thing, but finally found that the eggs are exported to just look at, and there is no actual use of what, At least I have not found any prac

Today we look at the field-level security controls, as we know, the permissions control before the Dynamics CRM system is role-based, so the granularity is large, and in the new system, the field-level permission control is introduced, and the read operations, update operations, and creation actions are subdivided into the fields. Very to the force, of course, the configuration process is not complicated, l

Create an error in the user's times in CRM by importing data, "could not retrieve Saleperson role". The reason is that the Salesperson security role in the system has been removed, and when importing the document with import data, there is no security role for you to choose, the system defaults to the security role assigned to the salesperson, and when you remove the default security role from the system, The system cannot find this security role and

charts in CRM are used in many of our business scenarios, and users can build charts to view data based on their actual needs. We usually see the chart is flat, like in this, there is no way to show the 3D effect looks more stereoscopic, the answer is yes. Here is an example of the chart above, click the ellipsis icon to select Export ChartThe exported file is an XML, open this XML to find the red box out of the section, the Enable3d changed to true.B

In order to fully describe the installation process of the CRM system, we should add more resources for building the ad on Windows Server. The following describes how to add the ad role: First, you need to modify the machine name. After the system is installed, there will be a machine name, but it is not easy to remember, so it is best to modify the machine name for ease of use. Then you need to set the IP address to a fixed IP address. Because you ne

When CRM is integrated with Outlook with IFD deployment, the following connection error may occur: "Cannot connect to Microsoft Dynamics CRM server because we cannot authenticate your C Redentials. Check your connection or contact your administrator for more help. " At this point you can look at the log, you will find a similar error description: There is no en

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(Testentity! =NULL) {testentity["Statecode"] =NewOptionsetvalue (1); testentity["StatusCode"] =NewOptionsetvalue (2); } crmsvc_online.update (testentity);Of course, now the system only reconstructs a few APIs, I believe that with the follow-up with the new, the system will be more convenient development experience for the vast number of developers. The following is an API that already supports an entity level call and, of course, its API will be discarded: D Assignrequest–> Entity.oweri

varState =data.d.results[0].new_province; varLookupstate =[]; lookupstate[0] = {}; lookupstate[0].id = "{" +state. Id+ "}"; lookupstate[0].entitytype =State . LogicalName; lookupstate[0].name =State . Name; Xrm.Page.getAttribute (' New_state '). SetValue (Lookupstate); //City varCity=data.d.results[0].new_city; varLookupcity =[]; lookupcity[0] = {}; lookupcity[0].id = "{" +city. Id+ "}"; lookupcity[0].entitytype =City . LogicalNam

(); Primarycontact.add ("LastName", Stringgenerator (Numbergenerator ())); Account. ADD ("Primarycontactid", primarycontact); When everything is ready, we commit the object using the following C # code, so that we can complete the requirements of the last scenario description in a single request. Httprequestmessage req = new Httprequestmessage (Httpmethod.post, "accounts"); Req. Content = new Stringcontent (Jsonconvert.serializeobject (account), Enc