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…https://code.msdn.microsoft.com/CRM-Web-API-Functions-and-a44416bb, with the code walkthrough at https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/webapi/web-api-functions-actions-sample-csharp. In this post we will configure the code to run with Dynamics 365. First, click to download: You will see: Open the solution…

To access Customer Service Hub, go to https://home.dynamics.com/ or select from your applications Dynamics.com: You will see the Customer Service Hub app: Alternatively, go to your Dynamics 365 instance and…

…get these option set labels, we can use the Web API and access EntityDefinitions. For state: https://yourorg.api.crm.dynamics.com/api/data/v9.1/EntityDefinitions(LogicalName=’opportunity’)/Attributes/Microsoft.Dynamics.CRM.StateAttributeMetadata?$expand=OptionSet Here we can see Won, Lost, Open states: For status: https://yourorg.api.crm.dynamics.com/api/data/v9.1/EntityDefinitions(LogicalName=’opportunity’)/Attributes/Microsoft.Dynamics.CRM.StatusAttributeMetadata?$expand=OptionSet Here we…

There are several ways to log into Dynamics 365 / D365. To log into the Home portal, go to https://home.dynamics.com. This takes the user to the various Dynamics 365 apps…