Dynamics CRM Early Bound vs Late Bound

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

Dynamics 365 Global Option Sets and Web API

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)  

Dynamics 365 Themes

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:  

Microsoft AppSource

Dynamics 365 has an online marketplace, AppSource, where you can search for apps to install. These apps are written by vendors and also by Microsoft. It has products written for Cloud Solutions, Power BI and Office 365 as well as Dynamics 365. To use AppSource, go to https://appsource.microsoft.com/ and sign in with your 365 credentials. Notice the products you can filter on at this point. Scrolling down you will see the top app results and also … Continue reading Microsoft AppSource

Install Project Service Automation for Dynamics 365

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:  

Dynamics 365 Linq Queries

In order to use LINQ queries to access Dynamics 365 data, you need to go through the following steps. This is a late-bound example. First, add the necessary assemblies to access Dynamics 365: Next, connect to Dynamics 365: Finally write the LINQ query, here joining the contact and account and retrieving relevant fields to display: Results below: Code:

Dynamics CRM Queues

Queues are used in Dynamics CRM to organize work. Each user and team in Dynamics CRM has a queue by default: To create a new Queue, go to Settings->Business Management: You can also go to Settings->Service Management: Select New to create a new queue: You can set the type to public or private. When you save the queue, a mailbox is created: New record creation details:   Now on your … Continue reading Dynamics CRM Queues

Dynamics CRM Business Units

Business Units are used in Dynamics CRM to group users and teams. To create business unit, go to Settings->Security: There should be one business unit already in the system as the “parent” business unit: Business units have Users: Select New: Let’s create a new team to add to the Business Unit: Note a default team based on the business unit name is automatically created: You can then go to the … Continue reading Dynamics CRM Business Units

Dynamics CRM Package Deployer

Packages can be deployed from one environment to another using the Dynamics CRM package deployer. Let’s go through an example of how to use the tool. We will create a sample solution called the “Sample Application”. The application has a custom entity called “App Configuration”. This contains records that hold data for the configuration. This entity and data exists in our development environment. Now, we will create a package that exports this … Continue reading Dynamics CRM Package Deployer

Using Plugin Trace Log to Trace Plugin Exceptions in Dynamics 365

In Dynamics 365, you can add tracing to your code to assist with troubleshooting. To do this, in your plugin, add the code: ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService)); Then add a line to do the trace: tracingService.Trace(“This is a trace.”); Next, go to System Settings to actually turn tracing on in the system: Under Customization, you can set the tracing level. The trace writes to the Plugin Trace Log, which we … Continue reading Using Plugin Trace Log to Trace Plugin Exceptions in Dynamics 365