Software + Imagination
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:
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
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
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:
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
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
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
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:
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
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