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Once USD has been installed (see my earlier post) the next step is to configure it. In Dynamics CRM, you can access the USD setup in Settings->Unified Service Desk: Clicking on Hosted Controls, you can see a list of the out of the box hosted controls: Let’s create a new hosted control. The control will show the start page of Dynamics CRM. Click “New” to create a new hosted control. Give … Continue reading Dynamics CRM Unified Service Desk Setup
The following are steps to install the Unified Service Desk (USD). Go to the Microsoft website to download the USD files: https://www.microsoft.com/en-us/download/details.aspx?id=50355 Select files to download. I will download the 64 bit version. Note the USD version is contained in the file names, in this case 2.2.0.755: Run the package deployer. This will deploy USD to your Dynamics 365 server environment: Click continue: This will bring up the package deployer screen. … Continue reading Dynamics CRM Unified Service Desk Install
In Visual Studio, code snippets are available to help with development. To use code snippets, open a Visual Studio project. Type CTRL-K then X. You will see below: You can also enter shortcut keys. For example, enter ctor and tab twice to have a constructor created: Result: Entering class and tab twice will create a class: Other often used code snippets such as try/catch, loops, etc follow the same tab … Continue reading Visual Studio Snippets
One way a generic SQL error can occur is when dealing with ConditionOperator in QueryExpression. Consider the following code to get all users who’s first name is Bob: QueryExpression userquery = new QueryExpression(); userquery.EntityName = “systemuser”; ColumnSet cols = new ColumnSet(); cols.AddColumn(“systemuserid”); userquery.ColumnSet = cols; ConditionExpression ce = new ConditionExpression(); ce.AttributeName = “firstname”; ce.Operator = ConditionOperator.Contains; ce.Values.Add(“Bob”); FilterExpression filter1 = new FilterExpression(); filter1.Conditions.Add(ce); userquery.Criteria.AddFilter(filter1); EntityCollection entColRoles = _orgService.RetrieveMultiple(userquery); if (entColRoles != null && … Continue reading Dynamics CRM Generic SQL Error
In Dynamics 365, once we have the IOrganizationService object, we can retrieve the user id, organization id and the business unit id: CrmServiceClient conn = new CrmServiceClient(new System.Net.NetworkCredential(userid, password, domain),server, port, orgname); IOrganizationService _orgService; _orgService = (IOrganizationService)conn.OrganizationServiceProxy; Guid orgId = ((WhoAmIResponse)_orgService.Execute(new WhoAmIRequest())).OrganizationId; Guid userId = ((WhoAmIResponse)_orgService.Execute(new WhoAmIRequest())).UserId; Guid businessunitId = ((WhoAmIResponse)_orgService.Execute(new WhoAmIRequest())).UserId; Code running:
To create a console app that connects to Dynamics CRM 2015, we will use the CrmServiceClient. Create a new Visual Studio project and add the assemblies: Microsoft.Crm.Sdk.Proxy Microsoft.Xrm.Sdk; Microsoft.Xrm.Tooling.Connector In the code, add Using: using Microsoft.Xrm.Tooling.Connector; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk.Query; To connect to CRM, we will use the connection information to pass to CrmServiceClient: string userid = “Administrator”; string password = “yourpassword”; string domain = “YOURDOMAIN”; string orgname … Continue reading Dynamcis CRM On Premise Console App
To finding the Dynamics CRM OData and Web API URLs for your organization, go to Dynamics CRM and select Settings->Customizations: From there, select Developer Resources. You will then see links to the Web API and the OData Organization Service: Web API URL: https://orgname.api.crm.dynamics.com/api/data/v8.1/ The service URLs: https://orgname.api.crm.dynamics.com/XRMServices/2011/Organization.svc https://orgname.crm.dynamics.com/XRMServices/2011/Organization.svc To get the OData: https://orgname.crm.dynamics.com/XRMServices/2011/OrganizationData.svc/ https://orgname.api.crm.dynamics.com/XRMServices/2011/OrganizationData.svc/
Dynamics CRM has quick find functionality, where you can enter text in the search box and it will search specific entity records in CRM. To change which entities are searched, go to system settings->Select entities for search: Here you can add/remove the entities searched:
Security roles can be copied in Dynamics 365. To do this, go to Settings->Security and select a role to copy: Select More Actions->Copy Role: Enter a new role name and click OK: A new role is created with the original permissions:
PowerShell is an interactive shell and a scripting language for Windows environments. It has several uses including for automation and configuration. It is also object oriented and based on the .NET Framework. To run commands, open the Windows PowerShell app: You can then run commands such as changing directory like in DOS. PowerShell also has the concept of “aliasing”, which is running a command by typing a different name. For example, there are several … Continue reading PowerShell Introduction