Is there an action to programmatically share (GrantAccess) a phonecall activity to other user (systemuser) through Dynamics CRM web api (v8.1)? As far as seen only samples is through organization services.
GrantAccess message will be available in v9.0 web api.
MSDN declared this as limitation as of v8.2 webapi.
Missing functions and actions for some organization service messages
The following table lists the messages that don't have a corresponding
function or action after December 2016 update for Microsoft Dynamics
365 (online) and December 2016 Service Pack for Microsoft Dynamics 365
(on-premises) are applied.
GrantAccessRequest
AFAIK actions available in v8.1 through WebApi. So obvious alternative solution - create action that will accept parameters phonecall reference and user and share record. And you can call that action using WebApi and JS.
Good luck.
Related
I need to perform the procedure described here, but programmatically.
Some background: I am automating a setup procedure for an existing software product. This product integrates with Microsoft Dynamics 365 for Sales (online, not on-prem) and SharePoint Online. The setup process is, as of now, a manual series of steps. One of the steps consists in enabling server-based SharePoint integration for the organization.
I extensively searched Microsoft's documentation on Dynamics 365, specifically the Web API reference docs, but to no avail. I wonder if someone has had an experience doing this and if it is at all possible; if it is not possible we will be forced to have a manual step involved.
So far I have been working with the Dynamics SDK for .NET, but solutions using the Web API or PowerShell are welcome.
It is not possible.
See this issue in GitHub.
No it isn't, and is documented here: https://learn.microsoft.com/en-us/dynamics365/customer-engagement/developer/integration-dev/get-started-sharepoint-integration#enable-sharepoint-integration
"SharePoint integration for Customer Engagement can only be enabled using the web or Microsoft Dynamics 365 for Outlook. This isn’t supported through SDK."
I am Working with Civil & Real Estate Domain ERP Application. Now i want integrate our App with Microsoft Dynamics Navision. we bought that Nav Product and hosted in our server. Now I want to know how to send request and receive response from NAV Server by using C# Language.such as creating a groups and Ledgers(For Finance Module) and Checking GL Exisiting or Not. and Particular Company is Existing and Sending Payment Data to Server through we Request etc..,
Mainly I want to Know how to Communicate with NAV Server Using Web Requests.
any body Please Help Me....
You can communicate with dynamics nav via web-requests.
In order to use them, you need to enable them in the "web requests" page. if you have specific needs like getting the gl entries etc. you need to publish pages / codeunits in order to do so.
authorisation is done via http header. protocol can be soap starting with version navision 2009 SP1 or ODATA (basicly a rest api) i think from NAV 2015 on
I've been tasked to create an API where a web page (developed externally) should be able to communicate with a CRM system. I've looked into the CRM SDK and created a couple of C# classes that perform some basic operations to get a feeling of it, but my main issue now is what should I give the web page's developer so that he can use what I have. Does it have to be a REST/SOAP API hosted on the domain of the CRM so that the web page can send queries or can I create a DLL from the c# project and give that to the web page's developer?
In fact, how would it work out if it's a REST API if CRM is hosted by Dynamics/Microsoft?
You are looking to create a wrapper around the Dynamics CRM Api to support development of an application that interfaces with Dynamics CRM. There are two ways to do this:
Create a hosted web service.
Generate a DLL with public methods.
If you are okay with the developer-user having to configure a connection string for Dynamics CRM and the application is being developed in a .NET language and the CRM server is addressable from the location where the application runs than # 2, generate a DLL with public methods, is the easier answer.
If any of those are not true you are likely to find that # 1, a hosted web service, is a better fit.
I want to know how i will pull Microsoft CRM 4.0 data and display it into Sharepoints Page.
Cann any one suggest some Architecture for this.
And anyon tell me what is the pros and cons when we doing this.
Any suggestions are most welcome.
Regards
Sachin
Use the List Web Part for Microsoft Dynamics CRM 4.0
Alternatively, you could build your own web part and populate it with data retrieved via the CRM web services or the FilteredViews in the Database.
You can either:
Use the CRM Web Part.
Select straight from the CRM defined views within SQL Server.
Use the CRM Fetch XML Web Services API.
Use the Advanced Developer Extensions in the 4.1.2 SDK that provide LINQ and OData support over the top of your CRM.
We will soon upgrade to CRM 2011 so I'm doing some tests. The problem is that when I change my web service reference to the 2011 one, my application stops compiling. It just won't find any entity (example of line that stops working: Account acc = new Account() -> It says that I must miss a reference).
When I compare the web services of the CRM 4 to the one of the CRM 2011, I see that it's true. The CrmService of CRM 4 contains the definition of every entity of the CRM, but they do not appear in the CRM 2011!
Why is that? Am I missing something? Do I need to activate something?
Just to make sure, here are the URLs I'm using:
http://myserver/mscrmservices/2006/CrmServiceWsdl.aspx -> Works perfectly
http://myserver/mscrmservices/2007/CrmService.asmx?WSDL -> Does not contain entity definition
http://myserver/mscrmservices/2007/CrmService.asmx?WSDL&uniquename=MyOrg -> Does not contain entity definition
http://myserver/mscrmservices/2007/crmservicewsdl.aspx -> Does not contain entity definition
You are using the wrong endpoints.
Dynamics CRM 2011 introduces a complete new WCF based web service.
It's endpoint is http://ServerName/OrganizationName/XRMServices/2011/Organization.svc See the endpoint overview
So you should either add a Service Reference (See Use the WSDL Endpoint) or use early/late bound access (See Write Code for Microsoft Dynamics CRM (Web Services)
The endpoints you mention in your post are for legacy purposes. See the article Use the Microsoft Dynamics CRM 4.0 (2007) Endpoint
I recently came across a similiar situation. We are actually using CRM 4.0 (not 2011), and I was experiencing the same issues you are having. I came across this article:
http://www.stunnware.com/crm2/topic.aspx?id=HelpCustomizations
Basically, a reboot and refresh of the Web Service in VS fixed the issue. It looks like CRM doesn't constantly build these Web Services (which makes sense).