USD – ExecuteOnDataAvailable Action

…the map and pass the zip code [[contact.address1_postalcode]] as a parameter: We’re now ready to test our configuration. Open USD and select a contact. Note the Map hosted control has…

Dynamics 365 RetrieveMultiple Plugin

…Multiple plugin. First, create a new class library in Visual Studio: Microsoft.Xrm.Sdk In this example, we will run the RetrieveMultiple when Accounts are displayed. We can invoke this by selecting…

Workflow Scope in Dynamics 365

and Organization: Next, create a task record to “call the client”: Activate the workflow. We can now test it. Create a new account record. The workflow will automatically run, with…

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…

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…

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/  …

Dynamics 365 Global Option Sets and Web API

…accessed through the Web API. To access them, go to the URL: https://yourcrm.crm.dynamics.com/api/data/v8.1/GlobalOptionSetDefinitions?$select=Name From here, the MetadataId value of the option set can be used to https://yourcrm.crm.dynamics.com/api/data/v8.1/GlobalOptionSetDefinitions(MetadataId) E.g. https://yourcrm.crm.dynamics.com/api/data/v8.1/GlobalOptionSetDefinitions(3de5f647-b149-4c82-b275-dd91e860b08d)  …

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…