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The Dynamics 365 Developer Extensions is a 3rd party add-on for Visual Studio. Note at the time of writing, the extensions support Visual Studio 2012, 2013, 2015, with support for Visual Studio 2017 in progress. You can read more about the addon here: https://marketplace.visualstudio.com/items?itemName=JLattimer.DynamicsCRMDeveloperExtensions To install, download and run the vsix: You will now see these new options when creating a new project:
Teams are a way in Dynamics 365 to group users to provide additional functionality. To set up teams, go to Settings->Security and select Teams: Whenever a business unit is created, a default team is also created: Teams generated from a business unit cannot be deleted. If you try to delete the team you will get the message: You also cannot add or remove team membership for these teams, or you … Continue reading Dynamics 365 Teams
The OnReadyStateComplete event is an event in Dynamics 365 that tells you when an iframe has completely loaded. This is useful if you are referencing controls within the iframe through code. To use it, go to a form and create a new iframe: Add the code to a function: function IFrameLoaded() { alert(“The iframe has finished loading”); } And add the function to the event: Select an … Continue reading Dynamics 365 IFrame OnReadyStateComplete
To set up Dynamics 365 OneNote integration, go through the following steps: First, turn on Enable Server-Based SharePoint Integration. Next, select Settings->Document Management->OneNote Integration: Turn on OneNote integration for the entities you would like: Open a lead and select the OneNote tab: This will create an Untitled document: Select the link. This will open a new OneNote online document: Right click to rename the document. Add any notes. The document … Continue reading Dynamics 365 OneNote Integration
Dynamics 365 has built in SharePoint integration. Here we will go through setting this up. Go to Settings->Document Management: Select SharePoint Sites: You may see sites listed. Click on the links to confirm they work: If not, select New and add your SharePoint URL: Next, select Enable Server-Based SharePoint Integration: Click Next: Select the type of SharePoint and click Next: You may see the message: Next, the wizard will connect … Continue reading Dynamics 365 SharePoint Integration
Web resources are different types of files that can be uploaded to Dynamics 365. You can add web resources to solutions. In clicking to add a new web resource, you will see the window below: Note the different types of web resources available: Webpage (HTML) – used to create user interface elements. Read more Style Sheet (CSS) – read more Script (JScript) – read more Data (XML) – used to cache … Continue reading Dynamics 365 Web Resources
In Dynamics 365, after forms are deployed as part of a managed solution, there are certain managed properties that can be updated. Here we will look at how this works. Go to a form under Customizations and select Managed Properties: This will open the Set Managed Properties window: Note the properties. Now, if we go to a managed solution, we see the message that we can edit components if the … Continue reading Dynamics 365 Managed Properties of Forms
In the Plugin Registration Tool in Dynamics 365, there is an option for PostOperation plugins whether to create a record in System Jobs on success or not. This option is “Delete AsyncOperation if StatusCode = Successful”: We will go through the effects of turning this on and off. First, uncheck the check box, so the record is created. Our plugin runs on creating a new Account. Create an account: Now, … Continue reading Plugin – Delete Async Operation if Successful
As per the Event Execution Pipeline for plugins in Dynamics 365, here we will look at a post-operation plugin. These plugins execute after the main system operation and within the database transaction. They can be synchronous and asynchronous. We have seen how to use pre-validation and pre-operation to update attribute values. In post-operation, the record is committed to the database, and the database transaction has been completed. This stage is used for what … Continue reading Dynamics 365 – Post-Operation Plugin
Business Rules are useful in Dynamics 365 for creating functionality by a user without having to write code, and especially avoiding JavaScript and Plugins. Let’s go through an example of how to implement a business rule. Business rules are form-based logic. We will implement a business rule against the Account entity form. Note the functionality works for tablets and Outlook (Online and Offline). You can create business rules by: Customizing … Continue reading Business Rules in Dynamics 365