How to Setup and Configure Dynamics 365 Portals
…let’s head over to the Dynamics 365 Admin Center. To get there, go to https://www.office.com/: And select All Admin Centers: Then Dynamics 365: Select your Org, then Applications: Find Portal…
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Calling an Azure Function and Power Automate with D365 Webhook
…Azure Function. If you prefer video, check it out on my YouTube channel: https://www.youtube.com/watch?v=PnGMzbWOdwk First, let’s open the Plugin Registration Tool and log into an org. We see the options…
Open CRM Record by URL
…words in bold: http://yourcrm.crm.dynamics.com/main.aspx?etn=account&pagetype=entityrecord&id=%7BBFF9BC73-7DE9-E611-80F5-C4346BAD36FC%7D To create a new CRM record: https://yourcrm.crm.dynamics.com/main.aspx?etn=account&pagetype=entityrecord If using the Unified Interface (UI) / Unified Client Interface (UCI), the link to a record is: https://yourorg.crm.dynamics.com/main.aspx?appid=<appidguid>&pagetype=entityrecord&etn=account&id=<recordid> …
Using EasyRepro for Automated UI Testing in Dynamics 365 Power Apps
…in the Microsoft.Dynamics365.UIAutomation.Sample project. Change: OnlineUsername, e.g. admin@CRM921352.onmicrosoft.com OnlinePassword, e.g. yourpassword OnlineCrmUrl, e.g. https://org5fd6d5d1.crm.dynamics.com/ Go to Test->Windows->Test Explorer: You should see something like: We will run CreateAccountUCI, which will create…
How to Secure an Azure App Service with Azure AD Authentication
…Code Callback URL: https://carlcrmapi.azurewebsites.net/.auth/login/aad/callback – from Authentication Redirect URL Auth URL: https://login.microsoftonline.com/directoryid/oauth2/authorize?resource=resourceid where directory id comes from the Overview page of the App Registration and resource id comes from the…
Help Your Customers with a Customer Self-Service Portal Using Power Apps Portals
…organizations to take advantage of. These portals are: Community Portal Customer Self-Service Portal Partner Portal Employee Self-Service Portal In this post, we will look at the Customer Self-Service Portal. From…
Build a Power App Mobile App that Displays and Refreshes your Power BI Data with a Button Click
…Let’s do it. First, let’s head over to https://make.powerapps.com/ and create a new Canvas app: We will call the app Refresh Power BI App set the Format to Phone (we…
Installing a Dynamics CRM 2013 Update
…updates are generally cumulative, from the Microsoft TechNet link, so you do not need to install previous rollups: https://technet.microsoft.com/en-us/library/hh699658(v=crm.6).aspx Note from the link, there are a few components to an…
Hiding the Command Bar and Navigation Bar in Dynamics 365
…hide the command bar. So it should look like: https://yourorg.crm.dynamics.com/main.aspx?etc=1&extraqs=formid%3d8448b78f-8f42-454e-8e2a-f8196b0419af&id=%7bB293B650-73FF-E611-8104-E0071B669E61%7d&pagetype=entityrecord&cmdbar=false: If we add &navbar=off it will hide the nav bar. URL: https://yourorg.crm.dynamics.com/main.aspx?etc=1&extraqs=formid%3d8448b78f-8f42-454e-8e2a-f8196b0419af&id=%7bB293B650-73FF-E611-8104-E0071B669E61%7d&pagetype=entityrecord&cmdbar=false&navbar=off#841249160 (Note the number like #841249160 appended to the…
Dynamics CRM Integration Options
…connecting Power BI to Dynamics CRM. https://yourinstance.crm.dynamics.com/api/data/v8.1/ E.g. https://yourinstance.crm.dynamics.com/api/data/v8.1/accounts/ OData The OData endpoint is deprecated with the release of Dynamics 365, but is still available for compatibility purposes. https://yourinstance.crm.dynamics.com/XRMServices/2011/OrganizationData.svc/ …