Category: Dynamics 365 Customer Engagement (CRM)

In Dynamics 365, once we have the IOrganizationService object, we can retrieve the user id, organization id and the business unit id: CrmServiceClient conn = new CrmServiceClient(new System.Net.NetworkCredential(userid, password, domain),server, port, orgname); IOrganizationService _orgService; _orgService = (IOrganizationService)conn.OrganizationServiceProxy; Guid orgId = ((WhoAmIResponse)_orgService.Execute(new WhoAmIRequest())).OrganizationId; Guid userId = ((WhoAmIResponse)_orgService.Execute(new WhoAmIRequest())).UserId; Guid businessunitId = ((WhoAmIResponse)_orgService.Execute(new WhoAmIRequest())).UserId; Code running:

To create a console app that connects to Dynamics CRM 2015, we will use the CrmServiceClient. Create a new Visual Studio project and add the assemblies: Microsoft.Crm.Sdk.Proxy Microsoft.Xrm.Sdk; Microsoft.Xrm.Tooling.Connector In the code, add Using: using Microsoft.Xrm.Tooling.Connector; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk.Query; To connect to CRM, we will use the connection information to pass to CrmServiceClient:   string userid = “Administrator”; string password = “yourpassword”; string domain = “YOURDOMAIN”; string orgname … Continue reading Dynamcis CRM On Premise Console App

To finding the Dynamics CRM OData and Web API URLs for your organization, go to Dynamics CRM and select Settings->Customizations: From there, select Developer Resources. You will then see links to the Web API and the OData Organization Service: Web API URL: https://orgname.api.crm.dynamics.com/api/data/v8.1/ The service URLs: https://orgname.api.crm.dynamics.com/XRMServices/2011/Organization.svc https://orgname.crm.dynamics.com/XRMServices/2011/Organization.svc To get the OData: https://orgname.crm.dynamics.com/XRMServices/2011/OrganizationData.svc/ https://orgname.api.crm.dynamics.com/XRMServices/2011/OrganizationData.svc/  

Dynamics CRM has quick find functionality, where you can enter text in the search box and it will search specific entity records in CRM. To change which entities are searched, go to system settings->Select entities for search: Here you can add/remove the entities searched:  

Security roles can be copied in Dynamics 365. To do this, go to Settings->Security and select a role to copy: Select More Actions->Copy Role: Enter a new role name and click OK: A new role is created with the original permissions:  

In our Dynamics 365 forms, there are measures we can take to ensure fields that are being used by JavaScript are not removed from forms. For example, let’s say we have a function to display the Website URL entered by the user: function displayWebsite() { try { alert(“The website entered is: ” + Xrm.Page.getAttribute(“websiteurl”).getValue();); } catch (e) { alert(e.message); } } Let’s add this displayWebsite function to the form OnLoad … Continue reading Dynamics 365 Form Non-Event Dependencies

Subgrids are grids on a form that display records from another entity. We will go through an example of adding subgrids to a form using Accounts as an example. The account form in CRM looks something like the following: Notice there are Contacts and Recent Opportunities subgrids. To add more, we will need to customize the form: Select a place on the form to insert the subgrid: Select Insert->Subgrid: This opens the subgrid … Continue reading Dynamics 365 Subgrids

Using JavaScript, we can send queries to Dynamics CRM to retrieve data. We will go through an example of how to do this. We will use Xrm.Page.context.getClientUrl() to get the CRM URL. If we run code to get the URL we get:  var url = Xrm.Page.context.getClientUrl(); alert(“URL: ” + url); We will use this URL to get the full web service URL: var url = Xrm.Page.context.getClientUrl() + “/XRMServices/2011/OrganizationData.svc/”; Next, we will use the Id of … Continue reading Query Dynamics CRM Through JavaScript

To get the Dynamics 365 user name and user id in JavaScript, create a function and attach and publish:  function GetUser() {   var UserId = Xrm.Page.context.getUserId(); var UserName = Xrm.Page.context.getUserName(); alert(UserId + ” ” + UserName); }