Register an App with Windows Azure

The following steps show how to register an application with Microsoft Azure. This app can then be used for OAuth 2.0 authentication outside of Dynamics CRM. Log into portal.azure.com as…

JavaScript Object Literals

…contains properties and a method GetCustomer(): var Customer = { firstname: “Bob”, lastname: “Smith”, email: “bsmith@test.com“, phonenumber: “555-111-2222”, GetCustomer: function() { return this.firstname + ‘ ‘ + this.lastname + ‘…

Dynamics 365 Word Templates

To set up Word Templates, go to select a view and select Excel Templates->Create Excel Template: Click Select Entity: Select any relationships and click Download Template: Open the downloaded Word…

Dynamics 365 Calling FetchXML from C#

…@”AuthType = Office365; Url = https://yourcrm.crm.dynamics.com/;Username=your@email.com;Password=yourpassword”; CrmServiceClient conn = new CrmServiceClient(connectionString); IOrganizationService service = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy; string fetchquery = @”<fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’false’> <entity…

Dynamics 365 – Pre-validation Plugin

…the record is not created at this point, you will not have a record GUID. In Visual Studio, create a new Class Library: Through NuGet, add the latest Microsoft.CrmSdk.CoreAssemblies: Add:…

Introduction to Microsoft Teams

…Go to teams.microsoft.com and sign in to see your teams: In the bottom left of the page you will see a link to create teams: Enter a new team. We…

Omnichannel Data Access Consent URL

To provide Data Access consent for Omnichannel, sign in as a Global Tenant Admin and then go to the URL: https://go.microsoft.com/fwlink/p/?linkid=2070932 Or for GCC, go to: https://go.microsoft.com/fwlink/p/?linkid=2128838 You will see…

Find Out When a Dynamics 365 Version Update is Scheduled for Installation

Microsoft releases Dynamics 365 updates periodically. You may want to see which is the current and next version for your region. To do this, go to https://docs.microsoft.com/en-us/business-applications-release-notes/dynamics/released-versions/dynamics-365ce#latest-version-availability. For example, below…