Category: Dynamics 365 Customer Engagement (CRM)

In this post, we will create a console app that performs a CRUD operation on Dynamics 365. In Visual Studio, create a new Console App: You will see: Add Microsoft.CrmSdk.Xrm.Tooling.CoreAssembly using NuGet: Code: [sourcecode language=”CSharp”] using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Xrm.Tooling.Connector; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk.Query; namespace Carl.Dynamics365CRUD { class Program { static void Main(string[] args) { try { var connectionString = @"AuthType … Continue reading Dynamics 365 – Create, Retrieve, Update, Delete Console App

In this post we will look at how to retrieve a record using Retrieve Multiple, then update the record. The example is, we are working with a customer and we need to find their record in an app using their first name, last name and email address. We then want to update their record with a new phone number. Create a new Console App: Add XrmTooling: Add the code: [sourcecode … Continue reading Dynamics 365 Retrieve and Update using C#

To assign roles to your apps in Dynamics 365, go to Settings->My Apps: Select the ellipse next to your app and you will see Manage Roles: From here, you can set the app URL and the roles assigned to the app:  

To use the Dynamics 365 Diagnostics Tool, add /tools/diagnostics/diag.aspx to your environment URL, e.g. This will bring up the page: We can see the data points include: Latency Test Bandwidth Test Browser Info IP Address JavaScript Array Benchmark JavaScript Morph Benchmark JavaScript Base64 Benchmark JavaScript Dom Benchmark Organization Info Click Run. We get information returned, which can help us troubleshoot issues with Dynamics 365.    

Dynamics 365 gives you a lot of control over what can be displayed on mobile devices. There are several levels of control, including: Whether the form is enabled for mobile If the form is enabled for mobile, is it read only or editable What sections of a form are available on a mobile device What fields are available on a mobile device To look at these options, go to an … Continue reading Displaying Dynamics 365 Forms, Sections, Fields on Mobile Devices

Rollup fields are a field type in Dynamics 365 that allow for data to be saved in the database through a rollup calculation. We will go through an example of creating a rollup field. Let’s say we want to add a new rollup field to the account entity. Go to the entity and select New Field. Select the data type and then select the Field Type as Rollup: Select Edit: … Continue reading Dynamics 365 Rollup Fields

Dynamics 365 has built in functionality for calculated fields. These are fields that can be set up without code. Here we will go through an example. Let’s assume we need a new calculated field on the Order entity. Let’s create a new field. Enter the display name and select the data type. Now select the field type. You can see here there are the options: Simple Calculated Rollup Note, not … Continue reading Dynamics 365 Calculated Fields

Users may create personal charts that are so useful they could become system charts. In order to convert a personal chart to a system chart, go through these steps. First, export the XML of the personal chart by selecting the chart and Export XML: Next, go to Customizations to the entity and select Import Chart: Select the XML file that was exported above. Click Import: Name the chart and click … Continue reading Convert Personal Chart to System Chart in Dynamics 365

To share an advanced find view that you created with another user in Dynamics 365, go through the following steps. First, create a new Advanced Find view. Click Save As: Provide a view name: Now select Saved Views: Select the view and click Share: Select a user or team and the permissions to share and click Share.: Now when Alan logs in, he will see the saved view:  

Dynamics 365 has built in OneDrive for Business integration. This is useful if you are a Dynamics 365 user such as a salesperson who wants to keep their personal documents attached to an opportunity. To enable it, go through the following steps. Go to Settings->Document Management: Select Enable OneDrive for Business Integration: Click OK: Refresh the page and you will see OneDrive for Business Folder Settings: Enter a Dynamics 365 … Continue reading OneDrive Integration with Dynamics 365