Category: Dynamics 365 Customer Engagement (CRM)

In Dynamics 365, some entities contain the ability to activate and deactivate records. For example, with Accounts: Clicking Deactivate will raise an alert that will prompt the user to Confirm Deactivation: Which then changes the status of the item to Inactive: We can add JavaScript code to the OnSave event of this entity that will tell us when a record status has changed to activated or deactivated. For example: Edit … Continue reading Dynamics 365 – Running JavaScript on Activate and Deactivate

In Dynamics 365, a user may change field values on a form. A common development requirement is to determine if the form is in a “dirty” state. Here we will go through an example of how to check for this using Xrm.Page. We will check if any fields on the account record have changed. We will run our check by pressing a Submit button in the toolbar, before and after … Continue reading Checking IsDirty in Dynamics 365 using JavaScript

The Dynamics 365 Customer Engagement Developer Guide is an online guide from Microsoft that is the new format of what was previously the Dynamics 365 SDK. To access the Developer Guide, go to: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/developer-guide From here, you can download tools using Nuget and PowerShell that were previously part of the SDK download. These include: Code Generation Tool Configuration Migration Tool Package Deployer Plug-in Registration Tool Solution Packager Tool To download the … Continue reading Dynamics 365 Developer Guide (the new SDK)

The Web Resources Manager is a 3rd party XrmToolBox plugin from MsCrmTools that is useful for managing web resources in Dynamics 365. To use it, open the XrmToolbox and select Web Resources Manager: You will see: Select Load Web Resources: Select the resources to load: Resources will load. Note the hierarchy of resources is displayed in a tree structure: Selecting a resource will display it: Note the option for beautifying, … Continue reading Web Resources Manager in XrmToolBox

The XrmToolBox Metadata Browser is an XrmToolBox plugin tool from MsCrmTools that allows you to browse metadata in the Dynamics 365 application. To use it, open XrmToolBox and select Metadata Browser: Opening the tool will display several attributes of an entity: You can add and remove these columns by selecting Columns. Selecting an entity will display it’s details: And attributes: As well as: Keys Relationships Privileges The source code is … Continue reading XrmToolBox Metadata Browser

The Metadata Document Generator is a 3rd party XrmToolBox plugin from MsCrmTools that is useful for exporting metadata from Dynamics 365. To use it, open the XrmToolbox and select Matadata Document Generator: You will see: Click Retrieve Entities and Languages: Note the document export options: Excel Workbook Word Document Note if you select Word Document you will see: Select an entity and click Generate document. Your document will be generated:  

In Dynamics 365, we can retrieve metadata from the platform through code. In this example, we will get information regarding an entity and its attributes. First, create a new C# console app. Add assemblies: Microsoft.Xrm.Sdk; Microsoft.Xrm.Tooling.Connector; Now, add the Using statements: using Microsoft.Xrm.Tooling.Connector; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Messages; using Microsoft.Xrm.Sdk.Metadata; We will first connect to Dynamics 365 to get the IOrganizationService: var connectionString = @”AuthType = Office365; Url = https://yourcrm.crm.dynamics.com/;Username=yourusername;Password=yourpassword”; CrmServiceClient … Continue reading Dynamics 365 – Get Entity Metadata using C#

In this post, we will look at how to use the Relevance Search in Dynamics 365 to search through Notes. Let’s say we have a note on an Account in the Timeline like below: Open up the solution and select Configure Relevance Search: Select the Note entity and click Add: You may need to wait some time for the change to work. Now, go to relevance search by selecting the … Continue reading How to Search Notes in Dynamics 365 using Relevance Search

Voice of the Customer for Dynamics 365 uses Azure and Azure Storage when customer surveys are published. Responses from customers are temporarily stored in Azure Service Bus, then retrieved and stored in Dynamics 365 and deleted from Azure. Recommendations and Limitations Maximum Surveys 200 Maximum questions on a survey 250 Maximum pages per survey 25 Maximum sections per page 10 Maximum email invitations include piped data (24 hours): 50,000 For more information, … Continue reading Voice of the Customer for Dynamics 365 Performance and Limitations

In Dynamics 365, Learning Paths are ways to help users to use the system when opening a page, performing an action or selecting the help button. To enable, go to System Settings->Administration, General tab: Click OK: After doing this, you may be redirected to the main dashboard and/or see this error – “You are not in the security group, Learning Path Authors. You can’t author in Learning Path until you … Continue reading Dynamics 365 Learning Paths Functionality