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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:Â https://msdn.microsoft.com/en-us/library/gg334720.aspx
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)
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
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
The Postman REST client is a client application that has a Chrome extension. Here we will go into how to install and use the client. Go to the Chrome web store: https://chrome.google.com/webstore/category/extensions?hl=en Search for Postman. You will see this app below. Click Add To Chrome: You will see this Postman link below: This will open the page: And after that: Enter a REST URI, e.g. https://www.googleapis.com/books/v1/volumes?q=isbn:0747532699 The response is returned: You can change the … Continue reading Using the Postman REST Client
There is a function called StartOfWeek that displays the start of the week in Power Query formula language. Syntax: Date.StartOfWeek(<date>) The week starts on Sunday and runs through to Saturday. To use Monday to Friday, you can add a day to it using the function Date.AddDays(<date>, 1).
Dynamics CRM Online has a way to perform a manual upload data to the system. This is useful if you have data in an excel spreadsheet, for example, and you need that data in CRM. This method to upload data is used ad-hoc and is different from more complex real-time integrations. Here I have a CSV file with accounts I want to upload to CRM. Note the upload format needs to be CSV, … Continue reading Uploading Data to Dynamics CRM Online
To update a record using jQuery, use the following code. You will need to pass the GUID of the record you are updating as well as the type of entity. This example updates an account record name: function updateAccount() { var context = Xrm.Page.context; var serverUrl = context.getClientUrl(); var guid = Xrm.Page.data.entity.getId(); var endpoint = “/XRMServices/2011/OrganizationData.svc”; var account = new Object(); var collection = “/AccountSet”; account.Name = “New Updated Name”; var … Continue reading Update Record in Dynamics 365 using jQuery
When using the Entity Framework, such as in an ASP.NET MVC application, you may find the model is empty after choosing database objects: Adding new objects using “Add existing entities and relationships to this diagram by dragging them from the Model Browser” does not add the objects. One cause for this is that a primary key has not been defined in the table or view you are trying to use … Continue reading Adding Object to EF Model Does Not Display Object
To attach a note to to an entity using C#, use the code below. The note entity is “annotation”. For example, you could attach a note to a case (incident): [sourcecode language=”CSharp”] string entitytype = "incident"; Entity Note = new Entity("annotation"); Guid EntityToAttachTo = Guid.Parse("FDA93807-4EF3-E711-80F2-3863BB2E34E8"); // The GUID of the incident Note["objectid"] = new Microsoft.Xrm.Sdk.EntityReference(entitytype, EntityToAttachTo); Note["objecttypecode"] = entitytype; Note["subject"] = "Test Subject"; Note["notetext"] = "Test note text"; service.Create(Note); [/sourcecode] … Continue reading Dynamics 365 Attach a Note to a Record with C#