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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#
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):