Category: Dynamics 365 Customer Engagement (CRM)

There are several ways to log into Dynamics 365 / D365. To log into the Home portal, go to https://home.dynamics.com. This takes the user to the various Dynamics 365 apps available: Selecting an app will log the user directly into the app. Alternatively, a user can access the app directly from its URL. For example, change yourorg to your org – https://yourorg.crm.dynamics.com/: Note in the url, “CRM” may change with the region. … Continue reading How to Access the Dynamics 365 Login

Below is a list of the Dynamics 365 CRM URL regions: CRM Identifier Region crm North America crm2 South America crm3 Canada crm4 Europe, Middle East, Africa crm5 Asia Pacific crm6 Oceania crm7 Japan crm8 India crm11 UK crm12 France

When logging into the Plugin Registration Tool in Dynamics 365, you may encounter errors. Below are some errors with logging in. Firstly, you may get the message: Error : You don’t have permission to access any of the organizations in the Microsoft Dynamics CRM Online region that you specified. If you’re not sure which region your organization resides in, choose “Don’t know” for the CRM region and try again. Otherwise … Continue reading Plugin Registration Tool Logging In Issues

In D365, processes such as Actions, Business Process Flows, Dialogs and Workflows can be created and managed through Settings->Process Center in the Dynamics 365 site map: This option has been known to disappear for some organizations. If Process Center is missing, perform the following steps to re-enable the option in the site map. First, go to Settings->Customizations and customize the system. Open Client Extensions->Site Map: This will open the Site … Continue reading Process Center and Processes Disappear from Site Map in D365

In this post, we will look at the behavior of merging two cases in Dynamics 365. This situation may arise if you have duplicate or similar cases, and you would like to consolidate so one case exists. First, let’s create a new case. Go to Service->Cases: Create a new case: We will call it Case 1: Let’s create a new activity for Case 1: Click to add a new activity: Create … Continue reading Behavior of Merging Cases in Dynamics 365

In Dynamics 365, we can use the Web API to retrieve a record. We can do this by using the Id of the record, or another identifier such as the name. Let’s use Accounts as an example. To get a record using the Id, the format is: https://yourorg.api.crm.dynamics.com/api/data/v9.1/accounts(Id) Note there are no quotes around the Id. For example: https://yourorg.api.crm.dynamics.com/api/data/v9.1/accounts(D494B650-73FF-E611-8104-E0071B669E61) Returns: To get by name (accounts has a name field), we … Continue reading Retrieving a Record using Web API by Id or Name in Dynamics 365