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The addOnSave method is used to add a function to the OnSave event. Let’s go through an example of how this is used. First we will define a new JavaScript function on the Account form. Open the Account form in Customizations and click to add a new Form Library: Select New: We will call this TestFunctions. Click Next: Create a new function. We will create a function to display the … Continue reading Dynamics 365 addOnSave JavaScript method
Sales territories can be configured in Dynamics 365. To do this, go to Settings->Business Management: Select Sales Territories: Selecting a Sales Territory, we can see the name and members: Let’s create a new territory: And add members: Territories can be assigned to price lists: And Accounts (drag field onto the form):
In Dynamics 365, you can configure fiscal years. To do this, go to Business Management and select Fiscal Year Settings: From here, you can set up the start date, the template and display settings:
When a user is added to AAD, the user will receive an email: Click on the email and provide new login information below: Check email and enter verification code: When complete:
When you log into Power BI, you are presented with a dashboard before you select any of the other dashboards. This is your featured dashboard. If you have not set a featured dashboard before, it will default to another dashboard. To set a featured dashboard, do the following. First, select the dashboard you would like to see when you log in, and click on the ellipse on the top right: Next, select “Set … Continue reading Power BI Featured Dashboard
In WebAPI, you may want to return JSON instead of the out of the box view, which looks like below: The out of the box code for the controller looks like as follows: To display JSON, change View to Json: In running this, you may get the error: “This request has been blocked because sensitive information could be disclosed to third party web sites when this is used in a … Continue reading Return JSON from WebAPI
To connect Power BI Desktop to Dynamics CRM Online, open Power BI desktop click on Get Data: Filter by Dynamics and select “Dynamics CRM Online”: Enter your OData URL and click OK. This will be in the format: https://*****.crm.dynamics.com/XRMServices/2011/OrganizationData.svc Select Organization Account and Sign In: Then click Connect from the same screen. This will load the entities from CRM.
To publish a web service from Visual Studio, do the following. You may need to install the Azure SDK for .NET. You can find the download link on the Microsoft website: https://azure.microsoft.com/en-us/downloads/archive-net-downloads/ Select the web service. Right click and publish: Select Microsoft Azure App Service and New: Confirm the details and click Create: Press Publish: A webpage will be created with the instructions: And you can access the web service … Continue reading Publish Web Service to Azure from Visual Studio
There are situations where you create security roles in one organization and you need to transfer them to another organization, e.g. a development environment to a production environment. We will go through an example of how to do this. First, create a new security role: Next, add some permissions: Create a new solution and select the new security role: Now, in the destination system, select the security role: The new security role … Continue reading Deploy Security Roles Dynamics 365
To create a new record of an entity in Dynamics 365, use the code below: var account = {}; account.Name = “Sample Account”; var jsonAccount = window.JSON.stringify(account); if (typeof($) === ‘undefined’) { $ = parent.$; jQuery = parent.jQuery; } $.ajax({ type: “POST”, contentType: “application/json; charset=utf-8”, datatype: “json”, url: Xrm.Page.context.getClientUrl() + “/XRMServices/2011/OrganizationData.svc/AccountSet”, data: jsonAccount, beforeSend: function (XMLHttpRequest) { //Specifying this header ensures that the results will be returned as JSON. XMLHttpRequest.setRequestHeader(“Accept”, … Continue reading Create Record in Dynamics 365 using jQuery