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Get GUID of Dynamics CRM Record

You can get the GUID of a record by clicking on “Email a Link”: This will open the record in your email client. Between the %7b and %7d you will…

Dynamics CRM Redirect to Entity Page

…page if you included this in JavaScript in CRM: Xrm.Utility.openEntityForm( “lead” ); If we add the ID parameter, it will open the actual record, e.g. Xrm.Utility.openEntityForm( “account”, “{AFF47933-3FD8-E611-80F0-C4346BAC8930}” );  …

Creating a Report in Power BI Report Server

In this post, we will go through creating a report in Power BI Report Server. First, open Power BI Desktop for Report Server. Close the welcome window: Select to Get…

Up-sell and Cross-sell Products in Dynamics 365

When selling products, you may want your salespeople to also upsell or cross-sell additional products. We will go through setting this up in Dynamics 365. To do this, open a…

Leads in Dynamics 365

…note this is the Lead to Opportunity Sales Process. The statuses for a lead are: State Status Reason : Open 1 : New 2 : Contacted 1 : Qualified 3…

Using Browser Network Trace with Fiddler

…click F12 to open Developer Tools, you can see the request that was sent: From here, you can click the Save button: And save the export as a .HAR file…

How to use PowerShell cmdlets for Dynamics CRM

In the Dynamics CRM SDK, there is the capability to use PowerShell to connect to CRM. To do this, in the SDK\Bin folder, there is a file called RegisterXRMTooling.ps1: Open…

Query Folding in Power BI

…[_].[CustomerName] like ‘Tailspin%’ Now let’s confirm what is being passed to the SQL server. Open and run SQL Query Analyzer, then refresh the dataset in Power BI. We can see…