Dynamics 365 – Get Entity Metadata using C#

In Dynamics 365, we can retrieve metadata from the platform through code. In this example, we will get information regarding an entity and its attributes. First, create a new C# console app. Add assemblies: Microsoft.Xrm.Sdk; Microsoft.Xrm.Tooling.Connector; Now, add the Using statements: using Microsoft.Xrm.Tooling.Connector; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Messages; using Microsoft.Xrm.Sdk.Metadata; We will first connect to Dynamics 365 to get the IOrganizationService: var connectionString = @”AuthType = Office365; Url = https://yourcrm.crm.dynamics.com/;Username=yourusername;Password=yourpassword”; CrmServiceClient … Continue reading Dynamics 365 – Get Entity Metadata using C#

ERP Writers Awards 2017 Best Independent Blog Shortlist

At the beginning of 2017, I decided to spend as much time as possible sharing as much information as I could. No nugget of knowledge would be too small, with the hope that someone out there would one day find it useful. The year finished on a nice note, when this site was shortlisted for the ERP Writers Awards from ERP FocusĀ in the category of Best Independent Blog. You can … Continue reading ERP Writers Awards 2017 Best Independent Blog Shortlist

Understanding WPF Namespaces

Here we will look at how Windows Presentation Foundation (WPF) uses Namespaces. Let’s start a new WPF project: We can see here there are XML namespaces defined: xmlns=”http://schemas.microsoft.com/winfx/2006/xaml/presentation” xmlns:x=”http://schemas.microsoft.com/winfx/2006/xaml” xmlns:d=”http://schemas.microsoft.com/expression/blend/2008″ xmlns:mc=”http://schemas.openxmlformats.org/markup-compatibility/2006″ WPF uses XML Namespaces, as defined by the W3C. Namespaces are used to prevent conflicts from occurring, to distinguish code from developers. To solve problems where two developers may use the same elements in their code, namespaces and prefixes … Continue reading Understanding WPF Namespaces

Power BI – Enter Data and Edit Data

In Power BI Desktop, there is a feature to Enter Data. This is useful if you would like to add some ad-hoc data that does not come from a data source. For example, you could create a simple table with some columns and rows, and then use that as you would with other tables in Power BI. To do this, in a Power BI Desktop project, select Enter Data: This … Continue reading Power BI – Enter Data and Edit Data

Power BI Dates in Column Chart Issue

I recently came across an issue with using dates in Power BI with column charts. Here we will go through the issue and how I resolved it. Perhaps someone out there will have more insight! The first thing I did, was create a new Power BI Desktop project. To minimize the room for error, instead of pulling data from an external data source (the problem actually started this way), I … Continue reading Power BI Dates in Column Chart Issue

Power BI and DAX – USERELATIONSHIP to work with Multiple Dates

In Power BI, there is a DAX function called USERELATIONSHIP. This is particularly useful when you need multiple relationships between tables. Here we will go through an example of how this works. Consider a typical example, where you have an Orders table with different dates such as the Order Date (i.e. the date the order was created) and the Ship Date (i.e. the date the order was shipped). You would … Continue reading Power BI and DAX – USERELATIONSHIP to work with Multiple Dates

Downgrading a Dynamics 365 Version

To downgrade a Dynamics 365 version, first log into https://portal.office.com and go to the Dynamics 365 Admin Center: Select your environment and click Edit. Set the environment to Sandbox mode. Next, click on Reset: Select the target version to reset to: Click Reset: Click Yes to Reset: Go back to the Admin Center home page. You will see the instance is being set up and the state is “preparing instance”: … Continue reading Downgrading a Dynamics 365 Version

Power BI and Dynamics 365 Data Security

In this post we will discuss how Dynamics 365 and Power BI deals with data security. For example, you may have Dynamics 365 salespeople that are allowed to see their own data, but not other salespeople’s data. We will look at an example of how Power BI deals with this. We have 2 users – Alan and Christa. Both users are assigned the Salesperson role. With this role, they can … Continue reading Power BI and Dynamics 365 Data Security

Console App to Interact with Azure Blobs

Azure blobs can be interacted with through Visual Studio. Here we will go through an example of interacting with a blob in a C# console app. First, create a new console app: This will create: We will add 2 NuGet packages: WindowsAzure.Storage Microsoft.WindowsAzure.Configuration Manager And: In the app.settings, add the key below, with the value of your storage account: <appSettings> <add key=”StorageConnectionString” value=”yourconnection” /> </appSettings> To get the value, go … Continue reading Console App to Interact with Azure Blobs

Creating an Azure Storage Account

Azure Storage Accounts are unique namespaces where you can store different forms of Azure data. There are 2 different types of storage accounts: General-purpose storage accounts. These include Tables, Queues, Files, Blobs, virtual machine disks. Blob storage accounts. This is specific to Blob storage. Blob storage exposes the Access Tier: Hot access tier, where the blob objects are frequently accessed, and data access is cheaper Cool access tier, where blob … Continue reading Creating an Azure Storage Account