Author: Carl

Dynamics 365 Change Advanced Find Default View

When using Advanced Find in Dynamics 365, you will notice there is a default view. For example, with Opportunities, with New selected as the view: The following fields will always be displayed: In order to change the default view, go to the entity in Customizations. Here, you will see an “Advanced Find View”: Open the view and you will see the default fields. Click Add Columns to add any new columns, … Continue reading Dynamics 365 Change Advanced Find Default View

USD Website Integration

In this topic, we will go through how to integrate USD with a website. In the scenario, an agent may need to look up information in a website and would want to do this within the context and session of USD. Let’s go through the example on MSDN here. First, we will create a website application, i.e. a typical ASP.NET website. We will create this for the purpose of the demonstration, and when … Continue reading USD Website Integration

Dynamics CRM Editable Grids

Editable grids are a feature of Dynamics 365. Let’s go through how to enable and use them. First, let’s look at how the current grids work. You can see for Active accounts, we have a list that is not editable if you click on the grid. We will customize the Account entity to enable editable grids. Create a new solution and add Account to it: Select the Controls tab and … Continue reading Dynamics CRM Editable Grids

SQL 2016 Azure Virtual Machine

In Azure, there is a SQL Server 2016 virtual machine to get you up and running quickly. To install it, go to portal.azure.com and select Databases->SQL Server 2016 SP1 Enterprise on Windows Server 2016: Enter the basic information: Choose the VM size: Choose settings: SQL Server Settings: Confirm the summary: Connect to the VM: An RDP session will open. You will see SQL 2016 installed:

Install Dynamics 365 for Operations Content Packs

To install the content packs for Dynamics 365 for Operations, perform the following steps. First, log into Dynamics 365 for Financials and set up a user for ODATA. In D365, select search: Enter Users: Select a user, e.g. ADMIN: Select the Web Service Access Key arrow: You will see this message: Set to never expire or an expiration date: This will produce an access key. Log into PowerBI.com and select Get … Continue reading Install Dynamics 365 for Operations Content Packs

Connecting to Dynamics 365 using CrmServiceClient

One of the ways to connect through code to Dynamics 365 is to use the CrmServiceClient, which allows us to connect using a connection string. This class is located in Microsoft.Xrm.Tooling.Connector. To use it, create a new Visual Studio project and add the dll Microsoft.Xrm.Tooling.Connector. Then add the using line: using Microsoft.Xrm.Tooling.Connector; You will also need to add Microsoft.Xrm.SDK dll and using statement: using Microsoft.Xrm.Sdk; We will add some code … Continue reading Connecting to Dynamics 365 using CrmServiceClient

Dynamics CRM Early Bound vs Late Bound

There is debate regarding whether to use early bound or late bound when developing integrations with Dynamics CRM. Here we will go into some background. Early bound is a wrapper around CRM that can help with the speed of the development process. An example of early bound is: Account account = new Account { Name = “Coffee Company” }; _accountId = _serviceProxy.Create(account); You can see here we have the entity names … Continue reading Dynamics CRM Early Bound vs Late Bound

Agent Scripts in Unified Service Desk

Unified Service Desk has the ability to implement agent scripts. Let’s say when a customer calls, you would like your call center agent to go through a specific set of greetings and questions. You can configure this so USD will ask the agent every time, and customize it depending on certain parameters. The first thing to do before using Agent Scripts is to create a hosted control that will display … Continue reading Agent Scripts in Unified Service Desk

Power BI Useful Links

Below are Power BI links and resources that may be useful in growing your Power BI knowledge: Power BI Landing Page at Microsoft Guided Power BI Learning Power BI Community Blog at Microsoft Power BI User Group Reddit r/Power BI Microsoft Power BI Blog Microsoft Analysis Services Team Blog Microsoft SQL Server Blog Microsoft R Server Blog Guy in a Cube Blogs Gil Raviv (DataChant) Prathy Kamasani Kasper de Jonge … Continue reading Power BI Useful Links

Dynamics 365 Global Option Sets and Web API

Global Option Sets in Power BI can be accessed through the Web API. To access them, go to the URL: https://yourcrm.crm.dynamics.com/api/data/v8.1/GlobalOptionSetDefinitions?$select=Name From here, the MetadataId value of the option set can be used to https://yourcrm.crm.dynamics.com/api/data/v8.1/GlobalOptionSetDefinitions(MetadataId) E.g. https://yourcrm.crm.dynamics.com/api/data/v8.1/GlobalOptionSetDefinitions(3de5f647-b149-4c82-b275-dd91e860b08d)