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Questions tagged [dynamic365]

Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools. Microsoft Dynamics 365 is built on Dataverse and product comprises of following modules Sales, Customer Service, Marketing, Field Services, Project Services Automation, HR, FinOps, Retail and more.

What questions should have this tag?

  1. Questions regarding Technical or Functional features of the products under Dynamics 365 family.
  2. Questions regarding the integrations to the Dynamics 365 products

References

https://dynamics.microsoft.com/en-au/what-is-dynamics365/

Customer Engagement Apps (CRM)

  • Sales

https://dynamics.microsoft.com/en-au/sales/overview/

  • Field Services

https://dynamics.microsoft.com/en-au/field-service/overview/

  • Customer Service

https://dynamics.microsoft.com/en-au/customer-service/overview/

  • Marketing

https://dynamics.microsoft.com/en-au/marketing/overview/

Additional Features

  • Customer Insights

https://dynamics.microsoft.com/en-au/ai/customer-insights/

  • Remote Assist

https://dynamics.microsoft.com/en-au/mixed-reality/remote-assist/

Enterprise Resource Planning (ERP) Apps

  • Finance

https://dynamics.microsoft.com/en-au/finance/overview/

  • Business Central

https://dynamics.microsoft.com/en-au/business-central/overview/

  • Project Operations Automation

https://dynamics.microsoft.com/en-au/project-operations/overview/

  • Commerce

https://dynamics.microsoft.com/en-au/commerce/overview/

  • Supply Chain Management

https://dynamics.microsoft.com/en-au/supply-chain-management/overview/

  • Order Management

https://dynamics.microsoft.com/en-au/intelligent-order-management/overview/

Additional Features

  • Mixed Reality

https://dynamics.microsoft.com/en-au/mixed-reality/guides/

  • Fraud Protection

https://dynamics.microsoft.com/en-au/ai/fraud-protection/

HR

https://dynamics.microsoft.com/en-au/human-resources/overview/

** Free Trial**

https://dynamics.microsoft.com/en-au/dynamics-365-free-trial/

17 questions
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votes
2 answers

Hide/remove '+ New Record' from 'Add Existing..' pop up dialog on Subgrid

I have a subgrid form inside a parent. I would like to hide the '+ New Record' after clicking 'Add Existing...'. Is there any way to achieve that? Thanks
quan lai
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How to connect to Microsoft Dynamic 365 using SDK using .NET Core 3.1?

How can we perform CRUD operations in custom entity in Dynamic 365 using SDK?
Kaishu
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Microsoft botframework chatbot integration with Dynamic 365 customer service omnichannel

I am trying to integrate chatbot with D365 customer service omnichannel for agent handoff. I have followed all the steps as per Microsoft documentation. still no details related how the messages are sending to the omnichannel from chat bot using…
shahid .m.hidayath
  • 29
  • 2
1
vote
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Dynamics 365 CE On Premises, Asynch Service is crashing with SQL Exception related to Datacenter object not found in DB

On one of Client we have Dynamics 365 CE On Premises V 9.0.4xxx. Environment is Development, single CRM server installation having claim based authentication using ADFS. Database and Reporting Services is on another server. We are facing some…
S M Kamran
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0
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1 answer

API in Dynamics AX 2012

I have a problem in AX 2012 when I call API by Https URL give me this error (The request was aborted: Could not create SSL/TLS secure channel) but when I test code in Dynamic 365 It Work This My code: str destinationUrl,requestJson,…
Saleem Alayyan
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  • 2
0
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0 answers

D365fo: How to display info box when SellectAll is checked

How do i display info when select all checkbox is checked or unchecked on a form grid in D365fo. Using the linkActive() method on the DataSource and the MultiSelectionHelper class i was able to get selected record on the form grid control, but i…
simon peter
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How Access react.js Chat Web Application Messages and files in Microsoft 365 Omnichannel

I am expecting to handle all chats and files in omnichannel from the react.js web application. Here i am not aware how to handle web page message conversation in to omnichannel I found some reference following…
saranilango
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0
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1 answer

How to validate a dynamic365 solution file before import using powershell or shell script

How to validate a dynamic365 solution file before import using powershell or shell script. The requirement is to validate it before import through a azure devops pipeline. I have tried multiple Azure devops tasks but couldn't get success. The power…
Apoorva Mathur
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0 answers

Getting CORS error when generating OAuth2.0 token for Dynamics Business Central API in React app

I'm trying to generate OAuth2.0 token for bussiness central api in my react application and i got this error " Access to XMLHttpRequest at 'https://login.microsoftonline.com/7c885fa6-8571-4c76-9e28-8e51744cf57a/oauth2/v2.0/token' from origin…
Shahvaiz Ahmed
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0 answers

i don't know how to create XDS in D365FO

I created a simple car rental in D365FO with 3 tables Cars ,Customers, Rentals and I'm working on security I give them Privileges and duties and roles and I want to ad XDS to them i don't know how to do it I didn't find how to do it every solution…
Mugiwara
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0
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1 answer

How to Configure Multi-Select-Lookup Control with respect to a lookup column in model driven app?

For Example I have two tables Departments and People where I want to add multiple People in Departments table through a lookup column. How Can I achieve this through multi-select-lookup control?(assuming it as better solution) What are the…
Priyanka Jagadala
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0
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1 answer

How to hide "No Options Available" in the flyout button (Microsoft Dynamic 365) when no options to display?

I want to hide "No Options Available" from the flyout button when there is no options to display. Currently I'm referring the link to populate the flyout options dynamically. Before adding the buttons to menuXml directly, I'm making an API call,…
Gokul Ganesan
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1 answer

Dynamic 365, get owner of a record with FetchXML / C#

How do I retrieve owner of a record (for example a task) with FetchXML or C#? I can connect the two tables task and owner with FetchXML : …
user2980838
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window.close(); in my JS is not working with Microsoft Dynamic Crm window.parent.xrm

Hello Everyone and thanks for reading this in advance. I am running into an issue setting up signature pads in our Microsoft 365 Dynamic CRM. I have read many articles here and in Microsoft website, but failed when applied any of the solutions and…
Pedram Salamati
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2 answers

Get specific field from property

I am new to JavaScript and Dynamics CRM. I have following code: var analysisCode = Xrm.Page.getAttribute("rf_analysiscode").getValue()[0].entityValues; As value for analysisCode, I get following output: { …
tanaz
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