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In this post, I will show how you can use Unit Testing in Visual Studio. We will go through an example where we create some simple code and then unit test it. First, we will create a Visual Studio project as a class library: We are going to write a simple function to check if a character passed in is a vowel. Next, add a new project for our Unit … Continue reading Unit Testing with Visual Studio
Dynamics CRM has different levels of security, including: Role-based Record level Field level To set up Dynamics CRM security, go to Settings->Security: From here, you will be able to define different levels of security. You can select a user to see which security roles they currently are assigned to, and also assign roles to them. To do this, select “Users” and then select a user: Select Manage Roles: View and select … Continue reading Dynamics CRM Security
Dynamics CRM provides the ability to do a quick search. To do this, click on the search icon and enter your search terms: This will open the search screen below: You have the ability to filter based on the entities that are being searched. Note that there are only a select few entities that the search applies to: To add and remove entities, go to Dynamics CRM system settings and click Select: … Continue reading Modify Quick Find Search in CRM
In our movie example, let’s create a new entity called Actors. The entity will have a first name and a last name attribute. One movie can have many actors, and many actors can act in one movie. So, the relationship type will be N:N Relationship: Click New Many-to-Many Relationship. Select Actor as the 2nd entity: Now, go to the Movies entity and edit the form. Add a subgrid: Note the Records … Continue reading Dynamics CRM Entity Relationships
Here are some websites that provide useful USD information. Microsoft USD Team Blog USD Wiki on TechNet MSDN USD Developer Guide MSDN USD Admin Guide Unified Service Desk Guide Microsoft USD Team Blog Articles List USD Component Library – Jayme Pechan Github Neil Parkhurst Blog CRM Ramblings – Naga Srikanth Blog #USDCRMÂ #UnifiedServiceDesk
In this post, we will look at how to set up a quick create form in Dynamics 365 / Power Apps. In my environment, I have 2 entities – Entity A and Entity B: Entity A has a one-to-many relationship with Entity B: So we can add a subgrid to the Entity A form to display records for Entity B: We have a + Entity B button: If we click … Continue reading How to Setup Quick Create Forms in Dynamics 365
To create a new entity in Dynamics CRM, go to the Customizations area and create a new solution. Let’s go through an example of creating a Movies entity in a fictional Xrm solution. Under Entities, select New: You will see the window below. Enter data. In our case, we will create a Movies entity: We will add this entity to the Sales menu area: Save and publish the solution: The entity … Continue reading Creating a New Entity in Dynamics CRM
Connections are a way in Dynamics CRM to link entities. You may want to link an opportunity to a contact if the contact was the referrer, for example. To make a connection, go to the record you would like to connect and click Connect: Select Look Up More Records: Here you have the option to select a different entity and then pick a record, or select a record from the same entity: Select a … Continue reading Dynamics CRM Connections
In Power BI you have the ability to implement row-level role-based security. What this means, is you can restrict data to certain users based on what role they are in. Here, we will go through an example of implementing role-based security. Let’s start with our data set. A simple Accounts table with a State field: In Power BI Desktop, import the data. Then go to the Modelling tab and you … Continue reading Row Level Security (RLS) in Power BI
The Dynamics CRM SDK has a login control that you can use in your client applications. Let’s go through an example of how to use this. Open Visual Studio and create a new project. Go to CRM SDK Templates and select WPF Application for CRM with .NET Framework 4.5.2 selected: You will see something like this: Press F5 to run the application. You will see this window: Clicking Login to … Continue reading Xrm Tooling Login Control