Category: Dynamics 365 Customer Engagement (CRM)

Using Xrm.Navigation.openForm to Open Quick Create in Dynamics 365

We can use Xrm.Navigation.openForm to open a Quick Create using JavaScript. Let’s say we want to open the Account quick create form on a Contact record in the Unified Client Interface / Unified Interface. Let’s go to a contact record: To simply open the quick create without setting any field values, we can use the code: Hitting F12 to run this code in developer tools, we see the quick create is … Continue reading Using Xrm.Navigation.openForm to Open Quick Create in Dynamics 365

Hiding the Command Bar and Navigation Bar in Dynamics 365

In Dynamics 365, we can hide the command bar and navigation bar through the Dynamics 365 browser URL. Let’s look at how to do this. The navigation bar, or nav bar, is the top bar that has Dynamics 365 in the title. The command bar, or cmd bar, is the bar that has the New button etc: Let’s look at a typical URL that displays an account. We see the … Continue reading Hiding the Command Bar and Navigation Bar in Dynamics 365

URL Shortcut to your Dynamics 365 Apps

To get to your Dynamics 365 Apps, from your web browser enter the URL of your Dynamics 365 org and add /apps to the URL. For example: https://yourorg.crm.dynamics.com/apps  

Convert FetchXML to QueryExpression in Dynamics 365 with Web API Example

In this post, we will go through an example of converting FetchXML to a QueryExpression. We will do this by debugging a Web API call in a plugin. To debug Web API calls using the Plugin Registration Tool, do the following. First, create a Web API query, e.g. select the name and revenue fields in the accounts entity filtered by name. E.g. https://yourorg.api.crm.dynamics.com/api/data/v9.1/accounts?$select=name,revenue&$filter=name eq ‘3M’ In Visual Studio, create a new … Continue reading Convert FetchXML to QueryExpression in Dynamics 365 with Web API Example

Using Microsoft Flow to Create Recurring Tasks in Dynamics 365

Microsoft Flow can be used to create recurring tasks in Dynamics 365. Let’s go through an example. Let’s say we want to send create a task that reminds a salesperson to call their customers every morning. Sign in to https://flow.microsoft.com. Select My Flows, then New: Pick Scheduled – From Blank: Set a date, time and frequency. The flow can run every Month, Week, Day, Hour, Minute and Second: Click Create. … Continue reading Using Microsoft Flow to Create Recurring Tasks in Dynamics 365

Import Excel Data into a Model Driven PowerApp using Data Integration Project

In this post, we will import data from an Excel spreadsheet into a model-driven PowerApp, creating a Data Integration Project that uses Power Query. First, let’s look at a spreadsheet we have. It contains 2 accounts, with the account name and revenue: This spreadsheet is sitting in a SharePoint library. Let’s go to PowerApps.com and pull up our model-driven app. Select Entities: Clicking on Accounts, we can see the data … Continue reading Import Excel Data into a Model Driven PowerApp using Data Integration Project

Using the Power Query (M) Builder for XrmToolBox to Generate M Code for Dynamics 365

In this post, we will look at using the Power Query (M) Builder in XrmToolBox, developed by Mohamed Rashid and Ulrik “CRM Chart Guy” Carlsson. This tool is a great way to quickly help build Dynamics 365 reports in Power BI. It generates M queries with and without FetchXML as well as handles fields such as option sets. To install it, open the XRMToolBox and find the Power Query (M) Builder app. … Continue reading Using the Power Query (M) Builder for XrmToolBox to Generate M Code for Dynamics 365

Posting Customizations Causing Page Refresh in Dynamics 365

In Dynamics 365, when a developer publishes a customization, users may see a page refresh. This piece of code appears to be specific to using legacy forms. We will demo this with the Account form. Go to the account, and press F12 to open the developer tools: Search for _metadatacacheversion: Open the JsProvider.ashx version (other files may run during other circumstances). Click the curly braces to Pretty Print the file … Continue reading Posting Customizations Causing Page Refresh in Dynamics 365

Using ExecuteMultiple C# in Dynamics 365

ExecuteMultiple in Dynamics 365 is used to execute multiple requests, as opposed to executing requests one at a time. For example, if you wanted to create 5 contacts in Dynamics 365 through code, you could call Create 5 times, or you could call ExecuteMultiple once, with the 5 entity objects defined. This is useful if network latency is an issue. Let’s create a console app that creates 5 contacts using … Continue reading Using ExecuteMultiple C# in Dynamics 365