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Useful Dynamics CRM and Dynamics 365 Links and Blogs

Below are some links that may be useful: Dynamics CRM Forums at Microsoft Web API Entity Reference at Microsoft Dynamics 365 Team Blog Blogs Hosk’s Dynamics CRM Blog Salim Adamon XrmToolBox Tanguy Touzard WOODSWORKBLOG Zsolt Zombik develop1 Scott Durow Rajeev Pentyala Gustaf’s Blog Jason Lattimer Deepesh Somani David Yack Neil Parkhurst Surviving CRM CRM Musings Work and Study Book James OConner Andrii Butenko CRM Tip of the Day Jonas Rapp, GitHub … Continue reading Useful Dynamics CRM and Dynamics 365 Links and Blogs

Dynamics 365 Power Apps Workflows vs Plugins vs Actions

In Dynamics 365 and Power Apps, Workflows, Plugins and Actions are used to automate business processes.They allow businesses to hook onto events that occur in the system. Here we will look at the differences between the two and when to use which one. Let’s summarize with the table below: Type Triggers Synchronous and/or Asynchronous Tool Workflow Create, Fields Change, Status Change, Record Assigned and Deleted Asynchronous (background) or Synchronous (real-time) Process … Continue reading Dynamics 365 Power Apps Workflows vs Plugins vs Actions

D3 Hello World

To create a D3 “Hello World”, do the following. Go to the d3js.org website and find the latest D3 version: Copy the link to the latest release: <script src=”https://d3js.org/d3.v4.min.js”></script> Create an HTML page and add the following code, with the link above: <!DOCTYPE html> <meta charset=”utf-8″> <body> <script src=”https://d3js.org/d3.v4.min.js”></script> <script> d3.select(“body”).append(“span”) .text(“Hello world”); </script> Run the page:  

C# Dictionaries

Dictionaries are used in C# to define key value pairs. They are part of System.Collections.Generic. The format is: Dictionary<key,value>   To define a dictionary, use the format: Dictionary<datatype, datatype> d = new Dictionary<datatype, datatype>(); For example: Dictionary<int, int> d = new Dictionary<int, int>(); or Dictionary<string, int> d = new Dictionary<string, int>(); To add to the data type, you can do either: Dictionary<string, int> d1 = new Dictionary<string, int>(); d1.Add(“Bob”, 12345); or d[3] = 30; From there, you can use different methods on the dictionary such as ContainsKey, ContainsValue: if (d.ContainsKey(2)) {     Console.WriteLine(d[2]); }  

Add Data Source to Power BI Gateway

In Power BI, select Manage Gateways: Select Add data sources to use the gateway: Give the name as Excel Spreadsheet and the type as File: Provide the path to the file and also the windows username and password: You can add multiple data sources by selecting Add Data Source:  

Power BI Gateway Installation

To use the Power BI Gateway, run the executable after downloading from Power BI: You will see this window below: Click Next: Enter email address to sign in: Add gateway name and key: Gateway installed: Service settings: Diagnostics: Network: Now in PowerBI.com, go to Manage Gateways: You can now see the new gateway: Note the differences between the Personal Gateway and the On-Premise Data Gateway: Personal gateway On-premises data gateway Cloud services it … Continue reading Power BI Gateway Installation

Dynamics 365 Get Id of Current Record with JavaScript

To get the Id of the current record: var id = Xrm.Page.data.entity.getId(); To get the entity name: var entityName = Xrm.Page.data.entity.getEntityName(); For more information see the Microsoft website: https://msdn.microsoft.com/en-us/library/gg334720.aspx  

Web Resource Project with Dynamics 365 Developer Extensions (3rd Party)

Using the Developer Extensions 3rd Party project for Dynamics 365, you can set up a Web Resource project to help you deploy web resources to your Dynamics 365 environment. To do this, first make sure you have installed the developer extensions for Visual Studio. Next, create a new CRM Web Resource project: This will create the project below: Next, right click to create a new JavaScript file: Enter a name … Continue reading Web Resource Project with Dynamics 365 Developer Extensions (3rd Party)

Installing Dynamics GP SSRS Reports

In this post I will show you how to install Dynamics GP SSRS Reports. Firstly, ensure SSRS is installed on your SQL server. If not, install it. Go through the configuration to ensure SSRS is set up and ready to use. Next, start GP. Go to Tools->Setup->System->Reporting Tools Setup: From the window below, enter your Report Server URL and Report Manager URL select Deploy Reports: You may get this message … Continue reading Installing Dynamics GP SSRS Reports

Uninstalling the USD Client

To uninstall the Unified Service Desk client, go through the following steps: Browse out to Programs and Features: Find Unified Service Desk Setup Support Files: Click Uninstall. You will see below, click Uninstall again: Click Yes: USD client is now uninstalled. Browse out to the folder in Windows where USD was originally installed, usually: C:\Program Files\Microsoft Dynamics CRM USD\USD C:\Program Files (x86)\Microsoft Dynamics CRM USD If this directory still exists, … Continue reading Uninstalling the USD Client