Author: Carl de Souza

Fiddler Autoresponder

In Fiddler, there is a feature called Autoresponser, which allows you to replace remote resources with your own local resources. This is…

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…

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…

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:…

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…

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…

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…

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…

Dynamics 365 for Financials Opening Tips – Mobile

Install the mobile app and sign in to your organization. You will see your data in the mobile app:  

Dynamics 365 for Financials Opening Tips – Office 365