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Dynamics CRM Integration Options

There are many different ways you can integrate with Dynamics CRM. Here I will go through some of the available options. Web API The Web API is a RESTful web service. It uses JSON for requests and responses. You can use Web API with JavaScript. This works both online and on premise. This is useful for 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 … Continue reading Dynamics CRM Integration Options

Dynamics CRM Online Updates

To apply updates to your online instances of Dynamics CRM, go to http://portal.office.com. Then, select Admin from the options: Select Dynamics 365: Then select Updates:  

Dynamics CRM Redirect to Entity Page

To redirect a Dynamics CRM page to an entity page, you can use: Xrm.Utility.openEntityForm(name,id,parameters,windowOptions) For example, this would redirect the user to the lead 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}” );  

USD Versions

Below are the Unified Service Desk versions: Version Release Date Notes 4.0 August 20, 2018 Unified Interface apps support with Web Client to UI Migration Assistant, stop accidental closure feature, new UI KM control, and preview features – USD admin app, stack notifications, SwitchSession actions 3.3 April 24, 2018 Unified Interface, Best Practice Analyzer 3.2 March 14. 2018 Performance diagnostics, faster load times 3.1.0 Nov 8, 2017 TLS 1.2, inactivity … Continue reading USD Versions

Installing Dynamics CRM 2016 On Premise

Here we will go through installing Dynamics CRM 2016 On Premise. First, run the installation media. Select Install Dynamics CRM Server: Check one of the options: Click Next: Enter a product key: Click Accept: Click Install: Click Yes: Click Next: Click Next: Click Next: If you don’t see the servername, type it: Click Browse. Note – ensure you are part of the Administrators group in the local machine: Select the … Continue reading Installing Dynamics CRM 2016 On Premise