Author: Carl

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

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)  

To change the theme of a Dynamics 365 installation is easy. Go to Customizations->Themes: Here you will see the default theme: Click Clone to copy the theme. We will change the color of the nav bar. We can also add a new logo: Publish the new these to see your changes: To change back to an existing theme, select the theme and publish:  

To install Project Service Automation for Dynamics 365, head to Microsoft AppSource and search for Project Service Automation: https://appsource.microsoft.com/en-us/?search=project%20service%20automation You will see the Project Service Automation link: Select the link. Click on Free Trial: Agree to the conditions: Select the Organization and agree: Wait until the install is complete: Project Service will then appear in the menu: