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Hiding the Command Bar and Navigation Bar in Dynamics 365

August 2, 2019

…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…

Using EasyRepro for Automated UI Testing in Dynamics 365 Power Apps

November 14, 2020

…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

April 2, 2019

…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

January 19, 2020

…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

December 19, 2019

…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…

Open CRM Record by URL

December 27, 2016

…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> …

Power BI Service and Importing and Uploading Excel Spreadsheets

March 2, 2017

…will repeat the step above on the other tab. Now, let’s repeat the process of uploading the Excel spreadsheet to powerbi.com. The data is imported into PowerBI.com as a datasource….

Dynamics 365 Global Option Sets and Web API

February 8, 2017

…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) …

Dynamics CRM Integration Options

December 24, 2016

…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/ …

Calling a Dynamics 365 Action from JavaScript using Xrm.WebApi.online.execute

March 29, 2019

…the metadata for this action. To do this, browse to https://yourorg.crm.dynamics.com/api/data/v9.1/$metadata and find your action, in this case new_RouteBugtoDeveloper. You will see the parameters and the types: Now, we can…

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