Posts

Dynamics CRM Email Tracking Token

Dynamics CRM has the ability to track emails. In doing so, it adds a tracking token to the subject line of the email message. This functionality can be enabled or disabled. To turn the feature on and off, go to Settings->Administration and select System Settings: Next, select the Email tab. Scroll down to the option “Use tracking token”. Here, you can enable, disable and configure the email token. Note – enabling … Continue reading Dynamics CRM Email Tracking Token

Dynamics 365 Add HTML Web Resource and JavaScript Button

In Dynamics 365, we can use Web Resources to add buttons to forms. To do this, go through the following steps. We will do this using Developer Extensions. First, create a new project: Right click and add a new HTML Page: We will call the page JSButton.html: This creates: Let’s add some Hello World text and deploy this to see how it looks: From the Web Resource Deployer, Connect to … Continue reading Dynamics 365 Add HTML Web Resource and JavaScript Button

Installing and Using ILSpy

ILSpy is an assembly browser and decompiler. Here we will go through installing and using ILSpy. First, download the binaries from the ILSpy website: This will download a ZIP file. Extract the file: Run the ISpy.exe: Click to open a file: Here I have selected an exe compiled from code I previously wrote. You can see we can now see the decompiled code within ILSpy:  

Advanced Find URL in Dynamics 365

The Advanced Find in Dynamics 365 can be accessed directly through a URL. That URL is: https://yourcrm.crm.dynamics.com/main.aspx?pagetype=advancedfind The advanced find page will then load:  

WCF Data Contracts and Data Members

WCF Data Contracts define the contract between client and server over what will be exchanged. Here we will go through creating a WCF service and consuming it, noting the data contracts. First, create a new WCF project: In this example we will have a data contract for a Customer class. Add code: using System; using System.Collections.Generic; using System.Linq; using System.Runtime.Serialization; using System.ServiceModel; using System.ServiceModel.Web; using System.Text; namespace Carl.WCFCRM { [ServiceContract] … Continue reading WCF Data Contracts and Data Members

Serializing an Object in C#

Serialization is the process of converting an object into a byte stream. Once serialized, it can be transmitted to a file, a database or to memory or send it across a network. For example, you may want to convert data to XML. Serialization allows you to store the state of the object; you can then recreate it as needed. Let’s go through a simple example of serializing a Car object. … Continue reading Serializing an Object in C#

Power BI PubNub

To create a Power BI streaming dataset using PubNub, perform the following steps. Firstly, log into powerbi.com. In the bottom left of the screen, select Streaming datasets: Then select + Add Streaming Dataset: Select PubNub: Enter in information to connect to PubNub: Click Create: Go to the dashboard you want to see the data and select + Add tile: Select Custom Streaming Data: Select our dataset, PubNub Sensor and click … Continue reading Power BI PubNub

Power BI Desktop Data Refresh Issue

I had an issue recently where the data in my dataset was not making it’s way to the Power BI Desktop report. Basically, there were some records I was looking to see on the report but they weren’t there. I looked at the report filters and could not see anything that would restrict the records. I had added a new column to the dataset, which appeared successfully on the report, but the data just … Continue reading Power BI Desktop Data Refresh Issue

USD User Security

Unified Service Desk security is controlled through the Dynamics CRM application. You can read more about Dynamics CRM security in this post here. Once USD is installed, you will see four new roles defined: UIIAdministrator has the rights: UIIAgent: USD Administrator: USD Agent: To access USD, a user will need access to a combination of these security roles, such as: UIIAgent and USD Agent USD Administrator If a user logs in … Continue reading USD User Security

Display Power BI Tiles in Microsoft CRM

Microsoft CRM now has the ability to embed Power BI tiles. This means, Microsoft CRM users are able to view Power BI report charts directly from within Microsoft CRM, without having to leave the application. To do this, perform the following steps. Firstly, enable Power BI in Microsoft CRM. To do this, go to Settings->Administration->System Settings and go to the Reporting tab: Set “Allow Power BI tile embedding to “Yes” Create a … Continue reading Display Power BI Tiles in Microsoft CRM