Software + Imagination
To create a new entity in Dynamics CRM, go to the Customizations area and create a new solution. Let’s go through an example of creating a Movies entity in a fictional Xrm solution. Under Entities, select New: You will see the window below. Enter data. In our case, we will create a Movies entity: We will add this entity to the Sales menu area: Save and publish the solution: The entity … Continue reading Creating a New Entity in Dynamics CRM
Connections are a way in Dynamics CRM to link entities. You may want to link an opportunity to a contact if the contact was the referrer, for example. To make a connection, go to the record you would like to connect and click Connect: Select Look Up More Records: Here you have the option to select a different entity and then pick a record, or select a record from the same entity: Select a … Continue reading Dynamics CRM Connections
In Power BI you have the ability to implement row-level role-based security. What this means, is you can restrict data to certain users based on what role they are in. Here, we will go through an example of implementing role-based security. Let’s start with our data set. A simple Accounts table with a State field: In Power BI Desktop, import the data. Then go to the Modelling tab and you … Continue reading Row Level Security (RLS) in Power BI
The Dynamics CRM SDK has a login control that you can use in your client applications. Let’s go through an example of how to use this. Open Visual Studio and create a new project. Go to CRM SDK Templates and select WPF Application for CRM with .NET Framework 4.5.2 selected: You will see something like this: Press F5 to run the application. You will see this window: Clicking Login to … Continue reading Xrm Tooling Login Control
Go to https://portal.office.com. Then, select Admin from the options: Select Dynamics 365: You can then set the name below:
In this post, we will look at how to use the Windows API to get and set windows in the Windows operating system. First, create a new console app: We will firstly add the Interop Services, which allows us to enable interop with DLLs: using System.Runtime.InteropServices; In our case, we will be using the user32.dll. Next, we will use DllImport, which is part of the namespace we added, to reference … Continue reading Using the Windows API
There may be a requirement to open an HTML page from a button. In this example, we will use the Ribbon Workbench to open a page from a button. First, create a new solution and go to Web Resources: Click New and enter details for the HTML page. Select Type: Select Type as Webpage and then select Text Editor: This will open an HTML page: Selecting the Source tab will … Continue reading Open HTML Page from Button with Ribbon Workbench
Unified Service Desk can use custom layouts, so organizations can specify the layout of the USD application. Let’s look at how to do this. First, install the Dynamics CRM SDK Templates for Visual Studio. Once installed, start Visual Studio and create a new project of type USD Custom Panel Layout: When the project loads, you will see missing references: With Invalid Markup displaying: Open the NuGet packages: Install any updates: You … Continue reading Creating a Custom Layout in Unified Service Desk
The Dynamics CRM SDK Templates are used for creating Visual Studio projects for Dynamics 365 and Unified Service Desk. To install the Dynamics CRM SDK Templates Extension in Visual Studio 2015, open Visual Studio and go to Tools->Extensions and Updates: Select Online, then search for CRM SDK and find Dynamics CRM SDK Templates, then click Download: Click Install: The extension will be installed: Click Close. Create a new Project: We see the CRM … Continue reading Installing the Dynamics CRM SDK Templates Extension in Visual Studio 2015
To add a navigation link to a form, go through the following steps. Edit the form you want to add the link. From the Home tab select Navigation: Then from the Insert tab, select Navigation Link: Enter details about the link. Here we will go to an external URL: From the Home tab, save and publish the customization: The new link will now appear in the Accounts form: