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Dynamics 365 Online Limitations

 Number of custom Entities per org

 "With Microsoft Dynamics 365 (online) there is a limit to the number of entities you can
create. You can find information about the maximum number in the Resources In
Use page for your deployment. If you need more custom entities, contact Microsoft
Dynamics 365 technical support."
 https://technet.microsoft.com/en-us/library/88b18946-474c-4c94-8e4c-27532f930757
#BKMK _ LimitationsOnMetadata

 Number of custom Attributes per entity"

 Within each entity there is an upper limit on the number of fields you can create. This
limit is based on the technical limitations on the amount of data that can be stored in a
row of a database table. It is difficult to provide a specific number because each type of
field can use a different amount of space. The upper limit depends on the total space
used by all the fields for the entity."
 https://technet.microsoft.com/en-us/library/88b18946-474c-4c94-8e4c-
27532f930757#BKMK_LimitationsOnMetadata

 Plug-in timeout 2 minutes


 Running workflow jobs
 Fair use - no specific hard limits, but the resource is balanced across organizations
 http://go.microsoft.com/fwlink/?LinkID=533946
 Direct database access Not allowed
 Native reports Fetch XML only
 Database indexes
 Need to be created by a Microsoft service engineer, create a support request
 http://go.microsoft.com/fwlink/?LinkID=533946
 Number of charts per dashboard

 Current limit is 6 but overrideable with org settings (PowerShell script)

 Fetch XML Limitations (http://www.kingswaysoft.com/blog/2013/06/18/Limitations-with-CRM-


FetchXML )
 10 linked entities
 No Right Outer Join
 No SQL Functions
 No Sub Queries
 No support for Union
 No Case/When type functionality
 Can't compare 2 fields directly
 50,000 records per query aggregate
 5,000 records per query (paging for more)
 Business Rules

 Can't run when the record is saved


 Can't interact with tabs or sections
 OnChange events are not triggered when business rules set a field value
 Rules with invalid references are not ran, there will be no error message
 Whole number fields with TimeZone, Duration, or Language format are not
supported Up to 10 if-else conditions per rule
 Rule definitions are cached in the mobile app, must close and re-open the app for
changes
 Must create a separate rule to clear actions of a previous rule, if necessary
 https://technet.microsoft.com/en-
us/library/dn531086%28v=crm.6%29.aspx?f=255&MSPPError=-
2147217396#BKMK_Limitations

 Calculated fields
 Saved queries, charts, and visualizations can have a mx of 10 unique calculated fields
 The calculated field values are not displayed in Outlook Offline mode
 A max number of chained calculated fields is 5
 Can't refer to itself or have cyclic chains
 Can't access parental fields with a multi-entity Lookup
 Sorting is disabled on:
 A calculated field that contains a field of a parent record
 A calculated field that contains a logical field (for example, address field)
 A calculated field that contains another calculated field
 Can only span 2 entities
 Can't trigger workflows or plug-ins
 Can't change an existing simple field to a calculated field
 Duplicate detection rules are not triggered on calculated fields
 https://technet.microsoft.com/en-us/library/dn832103.aspx#Considerations
 Rollup fields
 Max of 100 per organization
 Max of 10 per entity
 Can't trigger workflows
 Can't be used in a workflow wait condition
 A rollup over the rollup field is not supported
 Can't reference a calculated field that uses another calculated field
 Can only apply filters to the source entity or related entities, simple fields or non-
complex calculated fields
 A rollup can't be done over N:N relationships
 Can't be done over 1:N relationship for the Activity entity or the Activity Party entity
 Aggregated under the system user context, all users see the same rollup field value
 https://technet.microsoft.com/en-us/library/dn832162.aspx#BKMK_considerations
 ExecuteMultipleRequest
 Recursion is not supported
 Max batch size of 1,000 requests
 Max concurrent calls of 2

https://msdn.microsoft.com/en-us/library/jj863631.aspx#limitations
Common Functions

 EnableField: A JavaScript Function to enable a crm field


 DisableField: A JavaScript Functionto disable a crm field
 ShowField: A JavaScript Functionto show a crm field
 HideField: A JavaScript Functionto hide a crm field
 UpdateRequiredLevel: A JavaScript Function to update the required level a
crm field
 GetObjectTypeCode: A JavaScript Function to get the object type code of a
entity
 CalculateDaysBetween: A JavaScript Function to calcuate days between two
dates
 AddNotification: A JavaScript Function to add a crm2011-like notification
message on top of a form
 ShowError: A JavaScript Function to show a alert of a error message
 GuidsAreEqual : A JavaScript Function to check if two guids are the same
 DisableAllControlsInTab : A JavaScript Function to disable all controls in a
tab by tab number
 DisableAllControlsInSection : A JavaScript Function to disable all controls in
a section label

Rest Functions

 Create: A JavaScript Fuction to perform a create Rest Endpoint request


 Retrieve: A JavaScript Fuction to perform a retrieve Rest Endpoint request
 Update: A JavaScript Fuction to perform a update Rest Endpoint request
 Delete: A JavaScript Fuction to perform a delete Rest Endpoint request
 RetrieveMultiple: A JavaScript Fuction to perform a retrieveMultiple Rest
Endpoint request
 Associate: A JavaScript Fuction to perform a associate Rest Endpoint
request
 Disassociate: A JavaScript Fuction to perform a disassociate Rest Endpoint
request

Soap Functions

 Busines Entity: A JavaScript Object represents a business entity of CRM


2011
 Execute: A JavaScript Function to perform a execute soap request
 Fetch: A JavaScript Function to perform a fetch soap request
 Retrieve: A JavaScript Function to perform a retrieve soap request
 RetrieveMultiple: A JavaScript Function to perform a retrieve multiple soap
request
 Create: A JavaScript Function to perform a create soap request
 Update: A JavaScript Function to perform a update soap request
 Delete: A JavaScript Function to perform a delete soap request
 QueryByAttribute: A JavaScript Function to perform a query by attribute
soap request
 QueryAll: A JavaScript Function to perform a query all soap request to
return all records (>5k+)
 SetState: A JavaScript Function to perform a set state soap request
 Associate: A JavaScript Function to perform a associate soap request
 Assign: A JavaScript Function to perform a assign soap request
 RetrievePrincipalAccess: A JavaScript Function to perform a retrieve
principal access soap request
 GrantAccess: A JavaScript Function to perform a grant access soap request
 ModifyAccess: A JavaScript Function to perform a modify access soap
request
 RevokeAccess: A JavaScript Function to perform a revoke access soap
request
 GetCurrentUserId : A JavaScript Function to get the id of the current user
 GetCurrentUserBusinessUnitId : A JavaScript Function to get the business
unit id of the current user
 GetCurrentUserRoles : A JavaScript Function to get the list of the current
user roles
 IsCurrentUserRole : A JavaScript Function to check if the current user has
certains roles
 RetrieveAllEntitiesMetadata: A JavaScript Function to retrieve all entities'
metadata according to the expected EntityFilter
 RetrieveEntityMetadata: A JavaScript Function to retrieve one entity's
metadata according to the expected entity name and EntityFilter
 RetrieveAttributeMetadata: A JavaScript Function to retrieve one
attribute's metadata according to the entity name and attribute name

Extension Functions

 JQueryXrmDependentOptionSet: Create Configurable Dependent Option


Set to utilize CRM 2011 web resource.
 JQueryXrmFieldTooltip: Create configurable tooltip for fields on CRM 2011
form
 JQueryXrmCustomFilterView: Create configurable ability to add custom
filter view to crm 2011 lookup field on the form
 JQueryXrmFormatNotesControl: Format the notes control to allow insert,
allow edit

https://archive.codeplex.com/?p=xrmservicetoolkit

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