Author: Carl

In this post, we will use the WebAPI with JavaScript to get the metadata for a local option set. Let’s say we have a local option set called Customer Priority, with 3 options: A B C The option set is part of the Contact entity. We can see the local option set on the form below: And its name is new_contactpriority: Using the WebAPI, we can get these values through … Continue reading Getting Local Option Set Metadata with WebAPI and JavaScript

The Latebound Constants Generator is a tool by Jonas Rapp to generate constant classes for late bound Dynamics 365 development. To use it, open the XrmToolBox and install “Latebound Constants Generator”: This will install: Select the link, you will see below. Click Load entities: This will load the entities and selected entity attributes: Note the ability to filter entities by Solution, whether to show system or customized entities, managed or unmanaged, … Continue reading Using Latebound Constants Generator

To install sample data in Dynamics 365, go to Settings->Data Management: Select Sample Data: Click Install Sample Data: You will see the message “Installation of sample data is processed in the background. You can continue to use Microsoft Dynamics 365”: Close the dialog. Click to open it again. You will see the message when complete, “Sample data is installed on the system”. Note the option to Remove Sample Data: Sample … Continue reading Installing Sample Data in Dynamics 365

In Dynamics 365, there are Legacy Forms and Turbo Forms. Turbo forms are a new form rendering option that was built to provide better performance. The only difference to end users is that forms will load faster. However, developers will need to ensure their original legacy forms load properly as turbo forms. You can read more about the changes here on the Microsoft Dynamics 365 CE blog. The option to … Continue reading Enable and Disable Turbo Forms and Legacy Forms in Dynamics 365

In this post we will look at how calling the update method in SDK.REST causes a retrieve to run as well. This is something to note as you may have plugins that run on the retrieve of an entity, which may cause unintended consequences if not handled properly. Let’s create a plugin that will run on the Update of an account: Add the plugin assemblies through NuGet: And the code. … Continue reading Dynamics 365 Calling Update in SDK.REST Invokes Retrieve

To view the Dynamics 365 metadata through a URL, go to the Settings->Customizations and select Developer Resources: Copy the Service Root URL: Paste this into a browser and add $metadata to the URL, so it should be: https://yourorg.api.crm.dynamics.com/api/data/v9.1/$metadata You will see the metadata for this organization:  

In Dynamics 365, we have the ability to filter lookups using addCustomFilter. To do this, we get the control we would like to filter, and add use: addCustomFilter(filter, entityLogicaName) Where: filter is a FetchXML string entityLogicaName is an optional parameter that implies the filter should only work for the entity provided Let’s say on opportunities all accounts are displayed: If we would like to filter these accounts to only show … Continue reading Filtering Lookups in Dynamics 365 with addCustomFilter and addPreSearch