Dynamics 365 Customer Engagement (Dynamics CRM)

Welcome to my Dynamics CRM (Dynamics 365 Customer Engagement – Sales, Marketing etc) eBook and Dynamics 365 blog.

Contents

  1. Installation
    1. Installing a Dynamics On Premise Update
    2. Dynamics 365 Updates
    3. Relationship Insights Install
    4. Install Live Assist by CafeX
    5. Installing CRM 2016 On Premise
    6. Downgrading a Dynamics 365 Version
  2. Configuration
    1. Email
      1. Configuring Email Tracking Token
      2. Apps for Office 365 and Desktop Outlook
      3. Server Side Sync Setupe
      4. Exchange Folder Level Tracking
      5. Dynamics 365 and Outlook 
      6. Add App to Outlook Users
      7. Automatic Email Tracking with Correlation
      8. Tracking an Outlook Email in Dynamics 365
      9. Email Engagement
    2. Power BI and Business Intelligence
      1. Power BI Tiles in Dynamics CRM
      2. Connecting Power BI Desktop to Dynamics 365
      3. Option Sets and Power BI
      4. Organization Insights app
      5. Install Dynamics 365 Content Packs
      6. Relationship Insights
      7. Sales Management Solution Template
      8. Add a Power BI Dashboard to D365
      9. Process Analyzer Content Pack
      10. Power BI and Dynamics 365 Data Security
      11. Building Your First Power BI Report for Dynamics 365
    3. System Settings
      1. Autosave
  3. Administration
    1. Set Dynamics 365 Instance Name
    2. Bulk Delete Data Job
    3. Change Theme and Logo
    4. Fiscal Year Settings
    5. Sales Territories
    6. Business Units
    7. Queues
    8. Automatically Add Cases to Queues
    9. Picking and Releasing Cases from Queues
    10. Project Service Automation
    11. Quick Find Entities
    12. Manage Licensing and Pricing
    13. User License Types
    14. Auto-Numbering
    15. Teams
    16. Office 365 Groups
    17. SharePoint Integration
    18. OneNote Integration
    19. OneDrive Integration
    20. Release Cycle
    21. Backup and Restore
    22. Create Users
    23. Auditing
    24. Yammer Integration
    25. Restrict Access to Instances
    26. Auto Capture
    27. Delete a CRM Organization
    28. Turning Off Error Report
    29. Timeout Settings
    30. Restrict Attachments Types
    31. Restrict Attachment Size and Prevent Attachments
    32. Learning Paths
    33. Admin Dynamics Website
    34. Enable Disable Turbo Forms
    35. PowerApps, Canvas apps, Model-driven Apps, Common Data Service and D365 Explained
    36. Service Status
    37. Customizing the Site Map with SiteMap Designer
    38. Process Center Disappears from SiteMap
    39. Unified Client Interface
    40. Toggle Between UCI and Classic Mode
    41. Merge Permissions
    42. Notes and Documents
    43. Accessing Customer Service Hub
    44. Setting Parent-Child Behavior for Resolving Cases
    45. Connect Schedule Board to Maps
  4. Functional
    1. Connections
    2. Goals
    3. Duplicate Detection
    4. Cases
    5. Activities
    6. Business Rules
    7. Interactive Service Hub
    8. Accessing Interactive Service Hub
    9. Knowledge Base Management
    10. Unit Groups
    11. Products
    12. Opportunity, Quote, Order, Invoice
    13. Sales Literature
    14. Leads
    15. Closing an Opportunity
    16. Sales Pipeline
    17. Product Families
    18. Up-Sell and Cross-Sell Products
    19. Currency
    20. Relationship Insights
    21. Opportunities and Calculating Revenue
    22. Account Relationship Types
    23. Customer Service Hub
    24. Entitlements and SLAs
    25. Merging Cases Behavior
    26. Converting a Task to Case or Opportunity
  5. Field Service
    1. Installing Field Service for Dynamics 365 Online
  6. Development
    1. Overview of Extending Dynamics 365
    2. API
      1. OData and Web API URLs
      2. Global Option Sets and Web API
      3. Connecting to Dynamics 365 from Windows Form
      4. Connecting to Dynamics 365 using CrmServiceClient
      5. Connecting to Dynamics 365 using the Organization Service Proxy
      6. Connecting to Dynamics CRM On Premise Console App
      7. Early Bound vs Late Bound
      8. Register Azure App
      9. Web API Sample
      10. Open CRM Record by URL
      11. Get GUID of Dynamics CRM Record
      12. RetrieveMultiple and QueryExpression
      13. LINQ (Late-Bound)
      14. Register an App for Azure
      15. Connecting to Dynamics CRM through Postman
      16. WhoAmI
      17. Generic SQL Error
      18. SOAP Logger
      19. Use EntityReference to Get Name from Id
      20. Calling FetchXML from C#
      21. Plugin Execution Query Type
      22. Attach a Note to a Record with C#
      23. Get Entity Metadata Using C#
      24. Get Entity Metadata using WebAPI
      25. Get Current User using C#
      26. Send Email using C#
      27. CRUD Operations using C#
      28. Retrieve a Record then Update using C#
      29. WebAPI and C# – Configuring Sample Code
      30. Download Entity Images in C#
      31. TLS1.2 and How to Fix Your Apps
      32. Using the Xrm.WebApi
      33. Looking at the WebApi through Browser URL
    3. Powershell
      1. PowerShell cmdlets for Dynamics 365
      2. PowerShell for Dynamics CRM On-Premise
      3. Microsoft.Xrm.Data.Powershell
    4. Dashboards
      1. Getting a Dynamics CRM Dashboard URL
      2. Creating a New Dashboard
      3. Sharing a Dashboard
      4. Setting Default Dashboard
    5. FetchXML
      1. Introduction to FetchXML
    6. JavaScript
      1. Introduction
      2. Creating and Debugging JavaScript Code
      3. HTML Web Resource and JavaScript Button
      4. Using Xrm Page Html Web Resource with GetGlobalContext
      5. Redirect to CRM Page
      6. OnSave and OnLoad
      7. Read only form with JavaScript
      8. Get User
      9. Querying CRM through JavaScript
      10. Querying CRM through JavaScript WebAPI
      11. Query Dynamics 365 using jQuery
      12. Create Record in Dynamics 365 using jQuery
      13. Update Record in Dynamics 365 using jQuery
      14. Get and Set fields using JavaScript
      15. $ is not defined error
      16. Get Id of Current Record
      17. REST Builder
      18. Access Xrm Resource from HTML
      19. addOnSave method
      20. Non-Event Dependencies
      21. Opening a Quick Create form using JavaScript
      22. Web Resource Deployer and Project with Developer Extensions
      23. Form Notifications
      24. Checking IsDirty
      25. Using Fiddler and JavaScript with D365
      26. Refresh Subgrid
      27. Getting Local Option Set Metadata WebAPI Javascript
      28. Calling a Workflow from JavaScript
      29. Xrm.Page.data.refresh() and Xrm.Page.data.save()
      30. Filtering Lookups addCustomFilter addPreSearch
      31. setSubmitMode to Save Fields
      32. Running JavaScript on Activate / Deactivate
      33. Calling Update on SDK.REST invokes Retrieve
      34. Check if Field is Empty
      35. Hiding and Showing Fields
      36. Hide and Show Tabs and Sections
    7. Processes, Workflows and Plugins
      1. Workflows vs Plugins
      2. Creating a Workflow
      3. Plugin Execution Pipeline
      4. Plugin Quick Code
      5. Create a plugin
      6. Debug a plugin
      7. Debug a plugin – Persist to Entity
      8. Plugin Exception Handling
      9. Plugin Trace Log
      10. Using Plugin Trace Log to Trace Plugin Exceptions
      11. Plugin – Pre-Validation
      12. Plugin – Pre-Operation
      13. Plugin – Post-Operation
      14. Delete Aync Operation if Successful
      15. Business Process Flows
      16. Business Rules
      17. Real-time vs background workflows
      18. Wait conditions in workflows
      19. Actions
      20. Dialogs
      21. Workflow Scope
      22. Troubleshooting No Sandbox Hosts Available
      23. RetrieveMultiple Plugin
      24. Pre Images and Post Images
      25. Run Workflow at Set Time Period
      26. View Workflow Process History
      27. Enabling Microsoft Flow on Forms
      28. Troubleshooting Issues Logging into Plugin Registration Tool
      29. Impersonate a User in Plugin
      30. Overriding RetrieveMultiple Pattern to Integrate to 3rd Party Systems
      31. Data Contract Cannot be Serialized
      32. Plugin Depth
    8. Views
      1. Change Default Advanced Find View
      2. View Designer in XrmToolbox
      3. Filtered Views
      4. Views
      5. Quick Find View for Search
      6. Sharing an Advanced Find View
    9. Ribbon
      1. Installing and Using Workbench Ribbon
      2. Installing Ribbon Workbench for CRM 2015
      3. Using Ribbon Workbench Inside XrmToolbox
      4. Open Web Page from Button with Ribbon Workbench
      5. Dynamics CRM Ribbon Customizations
    10. Entities, Forms, Solutions
      1. Create a New Entity
      2. Quick Create Forms
      3. Relationships
      4. Editable Grids
      5. Create Option Set fields
      6. Subgrids
      7. Adding and Customizing Subgrid Search Box
      8. Insert Navigation Link
      9. Quick View Forms
      10. Calculated Fields
      11. Rollup Fields
      12. Entity Data Types
      13. Status Reason Transitions
      14. Enabling and Disabling Features
      15. Hierarchies
      16. Entity Relationships
      17. Controls
      18. Adding Forms
      19. Form Managed Properties
      20. Web Resources
      21. IFrame OnReadyStateComplete
      22. Advanced Find URL
      23. Modifying Form Section Layout
      24. Add Background Processes to Process Sessions
      25. Default Form Order
      26. Entity Images
      27. Reusing and Duplicating Fields on a Form
    11. Xrm Tooling
      1. Login Control
    12. Integration
      1. KingswaySoft Install
      2. KingswaySoft Insert Integration
      3. Keys
    13. Apps
      1. Apps and App Designer
      2. Assign Roles to Apps
    14. SDK
      1. SDK, Templates, Developer Toolkit
      2. Developer Guide – The New SDK
      3. JavaScript in the Developer Toolkit
      4. Developer Extensions for Visual Studio (3rd Party)
      5. Installing Templates in Visual Studio 2017
    15. Azure
      1. Azure Service Bus Messaging with Plugin
  7. Reporting
    1. Creating Reports using the Report Wizard
    2. Building Charts in Dynamics CRM
    3. Install Visual Studio CRM Report Authoring Extensions
    4. Install Visual Studio Dynamics 365 Report Authoring Extensions
    5. Create FetchXML Reports for CRM with Visual Studio
    6. Create SQL Reports for CRM with Visual Studio
    7. Sharing Personal Charts
    8. Convert Personal Chart to System Chart
    9. Excel Templates
    10. Word Templates
  8. Data Migration and Upload
    1. Uploading Data to Dynamics 365
  9. Deployment
    1. Package Deployer
    2. Configuration Migration
    3. Deploy Security Roles
    4. Deploy Plugins Across Different Environments
  10. Security
    1. User and Role Security
    2. Copy Security Role
    3. Troubleshooting User Permissions
    4. Hierarchical Security
    5. Access Teams
    6. Field Security
    7. Which Privileges Which Roles with Privileges Discovery
  11. Performance
    1. Performance Center
  12.  Mobile
    1. Mobile Task Flows
    2. Mobile Apps
    3. Displaying Forms, Sections, Fields on Mobile Devices
    4. Mobile Performance and Client Customizations
    5. Error Logging into Dynamics 365 for Phones App
  13. Upgrading
    1. Custom Code Validation Tool 2013
    2. Custom Code Validation Tool 2015
    3. Upgrading Dynamics CRM 2013 Customizations Part 1
    4. Upgrading Dynamics CRM 2013 Customizations Part 2
  14. 3rd Party
    1. North52
      1. Installing Business Process Activities
      2. Configuring Security
      3. Creating an AutoNumber Function
      4. Creating a Workflow Schedule
      5. Command Console (Create Record)
      6. Creating a Process Genie
      7. Installing North52 Quick Button App
      8. Using a North52 Quick Button
      9. North52 Alert
    2. XrmToolbox
      1. Metadata Browser
      2. Metadata Document Generator
      3. Web Resources Manager
      4. Iconator
      5. Ribbon Workbench
      6. LateBound Constants Generator
      7. Error When Loading XrmToolBox
    3. Resco
      1. Installing and Configuring the Resco Mobile Solution
      2. Installing the Resco Mobile App
      3. Installing the Resco Mobile App for Windows
      4. Mobile Client Online vs Offline
  15.  Appendix
    1. Useful Dynamics 365 Links
    2. User Interface of different versions
    3. Dynamics CRM and Dynamics 365 Codenames