Category: Dynamics 365 Customer Engagement (CRM)

Query Dynamics CRM through JavaScript with WebAPI

Following on from Querying Dynamics CRM through JavaScript using the OrganizationService, we will now go through an example using the new Web API. We will use this URL to get the full web service URL: var url = Xrm.Page.context.getClientUrl() + “/api/data/v8.1/”; We will use the Id of the record: var Id = Xrm.Page.data.entity.getId(); Our Web API filter is constructed like below: https://yourcrm.crm.dynamics.com/api/data/v8.1/leads?$select=lastname To filter the LeadId our query will be (note no quotes or … Continue reading Query Dynamics CRM through JavaScript with WebAPI

Using Xrm.Page in Dynamics 365 HTML Web Resource

In Dynamics 365, you can add HTML Web Resources with JavaScript. You may want to use Xrm.Page features, but if you try to do this, you get the error that “Xrm” is undefined. To get around this, you need to use GetGlobalContext function. Add the script below to your web resource: <script src=”ClientGlobalContext.js.aspx” type=”text/javascript”></script> Add the code: <!DOCTYPE html> <html> <head>     <title></title>     <script src=”ClientGlobalContext.js.aspx” type=”text/javascript”></script>     <script type=”text/javascript”>         function ButtonClicked() {             var userName = Xrm.Page.context.getUserName();             alert(userName);         }      </script> </head> <body> … Continue reading Using Xrm.Page in Dynamics 365 HTML Web Resource

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