Category: Dynamics 365 Customer Engagement (CRM)

When using Advanced Find in Dynamics 365, you will notice there is a default view. For example, with Opportunities, with New selected as the view: The following fields will always be displayed: In order to change the default view, go to the entity in Customizations. Here, you will see an “Advanced Find View”: Open the view and you will see the default fields. Click Add Columns to add any new columns, … Continue reading Dynamics 365 Change Advanced Find Default View

Editable grids are a feature of Dynamics 365. Let’s go through how to enable and use them. First, let’s look at how the current grids work. You can see for Active accounts, we have a list that is not editable if you click on the grid. We will customize the Account entity to enable editable grids. Create a new solution and add Account to it: Select the Controls tab and … Continue reading Dynamics CRM Editable Grids

One of the ways to connect through code to Dynamics 365 is to use the CrmServiceClient, which allows us to connect using a connection string. This class is located in Microsoft.Xrm.Tooling.Connector. To use it, create a new Visual Studio project and add the dll Microsoft.Xrm.Tooling.Connector. Then add the using line: using Microsoft.Xrm.Tooling.Connector; You will also need to add Microsoft.Xrm.SDK dll and using statement: using Microsoft.Xrm.Sdk; We will add some code … Continue reading Connecting to Dynamics 365 using CrmServiceClient

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

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)  

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:  

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:  

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:

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