Author: Carl

Sharing a Dynamics 365 Dashboard

To share a Dynamics 365 dashboard, select the dashboard and click Share Dashboard: You will see the window below: Select a user or Team to grant access: Set the permissions for this user and click Share:  

Create a Dynamics 365 Dashboard

To create a dashboard, go to the Dashboards section you would like the new dashboard (e.g. Sales) and select New: You will then have the option to choose the layout of the dashboard. Select one and Create: Next, you will see the screen below. Select one tile and you can select an option for what you would like to display, e.g. Chart, List, IFrame, Web Resource, Power BI Chart. If we … Continue reading Create a Dynamics 365 Dashboard

Python in Visual Studio

To run Python in Visual Studio, open VS and create a new project. Select Python from the left and select Python application: You will see the project below. Enter a command, for example, Hello Word like below: Press F5: You can also import modules:  

Installing Python on Windows

To install Python on Windows, go to python.org and select Downloads: Select the latest release: Run the installer, select Install Now: Go through the setup: Complete: You will now see IDLE in your Start menu: The application will start:  

Open CRM Record by URL

You can open a CRM record or create a new record directly through the URL. Let’s look at an example with the Accounts entity. First, you will need to know the GUID of the record, which you can get through code or this way. To open a record, the link should be in the format below, replacing words in bold: http://yourcrm.crm.dynamics.com/main.aspx?etn=account&pagetype=entityrecord&id=%7BBFF9BC73-7DE9-E611-80F5-C4346BAD36FC%7D To create a new CRM record: https://yourcrm.crm.dynamics.com/main.aspx?etn=account&pagetype=entityrecord If using … Continue reading Open CRM Record by URL

Get GUID of Dynamics CRM Record

You can get the GUID of a record by clicking on “Email a Link”: This will open the record in your email client. Between the %7b and %7d you will see the Id: You can also pop out the record to see the Id the same way:  

Dynamics CRM Integration Options

There are many different ways you can integrate with Dynamics CRM. Here I will go through some of the available options. Web API The Web API is a RESTful web service. It uses JSON for requests and responses. You can use Web API with JavaScript. This works both online and on premise. This is useful for connecting Power BI to Dynamics CRM. https://yourinstance.crm.dynamics.com/api/data/v8.1/ E.g. https://yourinstance.crm.dynamics.com/api/data/v8.1/accounts/ OData The OData endpoint is deprecated with the release of … Continue reading Dynamics CRM Integration Options