UII and XRM Tooling NuGet Packages

To install the UII NuGet Packages, open a Visual Studio project and open the Package Manager Console. Enter the command: Install-Package Microsoft.CrmSdk.XrmTooling.CoreAssembly This will install the following assemblies: Then, install the UII Common package: Install-Package Microsoft.CrmSdk.UII.CommonAssemblies More information: https://www.nuget.org/packages/Microsoft.CrmSdk.XrmTooling.CoreAssembly/ https://www.nuget.org/packages/Microsoft.CrmSdk.UII.CommonAssemblies/    

Dynamics 365 Activities

Activities in Dynamics 365 are ways to communicate with your customers. To access activities, go to Sales->Activities: Selecting this link takes you to the Activities view: There are different types of activities, including: tasks email appointments phone call letter fax service activity campaign response To enter a new task, select New Task and set the regarding (select the entity and record): To enter a new email, select New Email and … Continue reading Dynamics 365 Activities

Dynamics CRM Email Tracking Token

Dynamics CRM has the ability to track emails. In doing so, it adds a tracking token to the subject line of the email message. This functionality can be enabled or disabled. To turn the feature on and off, go to Settings->Administration and select System Settings: Next, select the Email tab. Scroll down to the option “Use tracking token”. Here, you can enable, disable and configure the email token. Note – enabling … Continue reading Dynamics CRM Email Tracking Token

Dynamics 365 Add HTML Web Resource and JavaScript Button

In Dynamics 365, we can use Web Resources to add buttons to forms. To do this, go through the following steps. We will do this using Developer Extensions. First, create a new project: Right click and add a new HTML Page: We will call the page JSButton.html: This creates: Let’s add some Hello World text and deploy this to see how it looks: From the Web Resource Deployer, Connect to … Continue reading Dynamics 365 Add HTML Web Resource and JavaScript Button

Advanced Find URL in Dynamics 365

The Advanced Find in Dynamics 365 can be accessed directly through a URL. That URL is: https://yourcrm.crm.dynamics.com/main.aspx?pagetype=advancedfind The advanced find page will then load:  

Display Power BI Tiles in Microsoft CRM

Microsoft CRM now has the ability to embed Power BI tiles. This means, Microsoft CRM users are able to view Power BI report charts directly from within Microsoft CRM, without having to leave the application. To do this, perform the following steps. Firstly, enable Power BI in Microsoft CRM. To do this, go to Settings->Administration->System Settings and go to the Reporting tab: Set “Allow Power BI tile embedding to “Yes” Create a … Continue reading Display Power BI Tiles in Microsoft CRM

C# – TypeOf, GetType, Is

In C#, there are different ways to detemine the type of an object or type itself. These include typeof, GetType and Is. We would use typeof if we are trying to determine the type of a class, interface, array, enum etc. Typeof does not accept variables as a parameter. This is specified at compile time. If we are trying to determine the type of a variable, we would use GetType. … Continue reading C# – TypeOf, GetType, Is

Dynamics 365 Using EntityReference to Get Name from Id

When connecting to Dynamics 365 from code, you can retrieve records of an entity through RetrieveMultiple. When using RetrieveMultiple, you specify the columns you would like to retrieve using a ColumnSet. Either specify the columns like this: ColumnSet columnSet = new ColumnSet(“name”, “opportunityid”, “parentaccountid”); Or retrieve all columns like this: ColumnSet columnSet = new ColumnSet(true); In some cases, the columns retrieved will be an Id. For example, when retrieving Opportunities, … Continue reading Dynamics 365 Using EntityReference to Get Name from Id

Dynamics CRM Retrieve Multiple and Query Expression

Query Expression is a class used to build queries in Dynamics CRM. Let’s go through some examples of how to use this. Here are some of our records in CRM: If we want to return the Alexis Fry contact, we can use the RetrieveMultiple method to do this. It will retrieve all records where the contact name is Alexis Fry, in this case one record. Note if you know the GUID … Continue reading Dynamics CRM Retrieve Multiple and Query Expression

Connecting to Dynamics 365 using the Organization Service Proxy

We will connect to Dynamics 365 from a console app using the Organization Service Proxy. To do this, create a new console app. Add the assemblies: Microsoft.Xrm.Sdk System.ServiceModel (for ClientCredentials) We will also add Microsoft.Crm.Sdk.Proxy to get the version info from Dynamics 365. Add using statements: using Microsoft.Xrm.Sdk.Client; using System.ServiceModel.Description; using Microsoft.Crm.Sdk.Messages; Now the code to connect to Dynamics 365: using System; using System.Linq; using Microsoft.Xrm.Sdk.Client; using System.ServiceModel.Description; using Microsoft.Crm.Sdk.Messages; namespace … Continue reading Connecting to Dynamics 365 using the Organization Service Proxy