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Install Dynamics 365 for Operations Content Packs

…see the Dynamics 365 for Financials options below: Select Get It Now: Enter your URL. This is in the format: https://<YourTenant>.financials.dynamics.com:7048/MS/ODataV4/Company(‘CRONUS%20US’) Enter basic credentials: Username = ADMIN (as above) Password…

Introduction to Microsoft Teams

To enable Microsoft Teams, perform the following steps. First, go to Office 365 Admin at http://portal.office.com and select Services and Add-Ins: Select Microsoft Teams: Set to On: Go to Teams:…

Power BI Updating Reports and Content Packs

…create a Power BI report called RLS Sample. Upload the report to PowerBI.com as the owner called Admin. We will now create a content pack from this report, and share…

SSDT Analysis Services and Reporting Services Projects in Visual Studio 2017

…to: https://marketplace.visualstudio.com/items?itemName=ProBITools.MicrosoftAnalysisServicesModelingProjects Select the Download link: Then for Reporting Services go to: https://marketplace.visualstudio.com/items?itemName=ProBITools.MicrosoftReportProjectsforVisualStudio Select Download: You will now be able to create and load analysis services and reporting services projects…

Connecting Outlook Client to Office 365

To the Outlook web client for Office 365 you can go to this address to access your email: https://outlook.office365.com To connect the Outlook desktop client with Office 365, go through…

Office 365 Identity Management

…such as Outlook.com, they would need to sign in again. Active Directory Federated Services. In this case, a user would log onto their computer using their credentials, and then they…

Dynamics 365 Using EntityReference to Get Name from Id

…code is below: try { var connectionString = @”AuthType = Office365; Url = https://yourinstance.crm.dynamics.com/;Username=user@test.com;Password=yourpassword”; CrmServiceClient conn = new CrmServiceClient(connectionString); IOrganizationService service = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy; EntityCollection…

Entity Metadata using WebAPI

…we can use EntityDefinitions. For example, to get the entity definition for the Contact entity: We use the URL: https://yourcrm.crm.dynamics.com/api/data/v8.2/EntityDefinitions(LogicalName=’contact’): To select a particular field, for example, color: https://yourcrm.crm.dynamics.com/api/data/v8.2/EntityDefinitions(LogicalName=’contact’)?$select=EntityColor:  …

Introduction to Azure Logic Apps

…the image, create a new record in your CRM system such as Salesforce, and send an email to the customer as an acknowledgement. Logic apps come with several templates to…