Author: Carl

Dynamics 365 Organization Insights

Microsoft AppSource has a Dynamics 365 app for Organization Insights, that allows you to get insights into how your organization is using Dynamics 365. To install it, click “Get It Now” and enter your email address: Click Continue below: Click Agree: You will see something like below in the Dynamics 365 Administration Center: And then once installed: In Dynamics 365, you will see a new solution installed: Version 1.1.0.0 or later … Continue reading Dynamics 365 Organization Insights

USD – Open an Entity from Search

Let’s say you search for a record, and you want to display that record in a session. Here’s how to do it. Firstly, the search is an entity itself that is a CRM page. When you click on a Search record, a routing rule (Windows Navigation Rule) takes place. The routing rule is called Search Default and runs on the Search entity. There is no “to” entity so it is the default … Continue reading USD – Open an Entity from Search

NuGet

Nuget is a package manager for the Microsoft platform. It runs within Visual Studio. To use it, open Visual Studio and go to Tools->NuGet Package Manager: Select Manage NuGet Packages for Solution and you will be able to see what is already installed and if there are any updates available. You can also install new packages. To update, select Updates, select the package to update and click Update: You can also use … Continue reading NuGet

Dynamics CRM Web API Sample

You can connect to Dynamics CRM from outside the application using OAuth 2.0 authentication. From there, you can use the Web API to call Dynamics CRM functionality. Here we will go through an example of how to do this. This is based on the sample code located here. Firstly, we will need to configure an application in Azure to help with the OAuth piece. Configure the app using these instructions. These samples … Continue reading Dynamics CRM Web API Sample

Register an App with Windows Azure

The following steps show how to register an application with Microsoft Azure. This app can then be used for OAuth 2.0 authentication outside of Dynamics CRM. Log into portal.azure.com as your Dynamics CRM administrator. Select Azure Active Directory from the menu on the left: Select App Registrations: Select Add: Enter the name of the app, e.g. Test Basic App. Select the application type as Native: Click Create to create the app. … Continue reading Register an App with Windows Azure

Introduction to Microsoft Teams

To enable Microsoft Teams, perform the following steps. First, go to Office 365 Admin at http://portal.office.com and select Services and Add-Ins: Select Microsoft Teams: Set to On: Go to Teams: Go to teams.microsoft.com and sign in to see your teams: In the bottom left of the page you will see a link to create teams: Enter a new team. We will call this the Power BI team: Add members to the team: … Continue reading Introduction to Microsoft Teams

Ribbon Workbench in XrmToolbox

You have the option to use the Ribbon Workbench tool from inside the XrmToolbox. To do this, open the XrmToolbox and select Plugins store: Search for Ribbon and the results will be filtered to show the Ribbon Workbench: Select and click Install: The Ribbon Workbench will be installed: Connect to an organization. Ribbon Workbench will open in the XrmToolbox:  

Installing and Using the Ribbon Bench

To download the Ribbon Workbench, go here. Select Download, enter your details and you will be sent the download link. The download will look like this: In CRM, import the solution: Once installed, the Ribbon Workbench can be accessed as a new item in Solutions: The next step is to create a new solution where we will add the ribbon for our entity. This solution will appear in the Ribbon Workbench screen. … Continue reading Installing and Using the Ribbon Bench

View Designer in XrmToolbox

The View Designer tool allows you to view the FetchXML associated with a view, and To use it, open the XrmToolbox and select View Designer. If it is not already installed, you can go to the Plugins store and select it. Connect to an organization and select Open. You will have the option to select an entity: And then a view: You can then view the FetchXML associated with the … Continue reading View Designer in XrmToolbox

Adding Power BI to Microsoft Teams

To add Power BI to Microsoft Teams, first create a team. Let’s call ours Sales Team: Add Team members: Click the + sign in the main window: You will see this screen below: Select Power BI: You will see a new Power BI tab with the relevant reports: Users can then comment on the report: And change tabs of the report, and view in the powerbi.com service: