Using ExecuteMultiple C# in Dynamics 365

ExecuteMultiple in Dynamics 365 is used to execute multiple requests, as opposed to executing requests one at a time. For example, if you wanted to create 5 contacts in Dynamics 365 through code, you could call Create 5 times, or you could call ExecuteMultiple once, with the 5 entity objects defined. This is useful if network latency is an issue. Let’s create a console app that creates 5 contacts using … Continue reading Using ExecuteMultiple C# in Dynamics 365

Using Upsert In C# Dynamics 365

In this post we will look at how to use Upsert to insert/update a record in Dynamics 365. Let’s say we have a contact in the system, Bob Smith: We would like to do an upsert on Bob Smith. To do this, we need to find his record using a key, so the system can decide whether to do the insert or update. To do this, we use Alternate Keys. … Continue reading Using Upsert In C# Dynamics 365

Changing How Visualizations Interact In Power BI

In Power BI, visualizations can interact with each other based on user selections. For example, let’s say we have 2 visualizations on a Power BI report, Sales by Account and Sales by Name: If a user selects a name on the right, it will filter the account on the left, as a user belongs to an account. Selecting Darren Parker filters the account to Woodgrove Bank: Now let’s say we … Continue reading Changing How Visualizations Interact In Power BI

Using formContext in Dynamics 365

In Dynamics 365, the formContext provides a reference to a form or form item through JavaScript. The formContext is part of executionContext, and replaces Xrm.Page which is deprecated in version 9+ of Dynamics 365. The form context object model looks like: Let’s go through an example of using the formContext. Let’s add a script to a form when the form loads, for example, a Contact entity form. Let’s add a … Continue reading Using formContext in Dynamics 365

Download the Common Data Model Poster

Quick link to the Common Data Model poster on the CDM GitHub Repository. A nice one to print out. “Integrate and Disambiguate Data with the Common Data Model” –  https://github.com/Microsoft/CDM/blob/master/docs/CDMPoster_a3.pdf  

Upgrading to Unified Service Desk 4.1

In this post we will install Unified Service Desk 4.1 as an upgrade from USD 4.0. First, download Unified Service Desk 4.1 here: https://www.microsoft.com/en-us/download/details.aspx?id=58204 Select the files to download. We will download the USD 4.1 Server (PackageDeployer) and the USD 4.1 Client for 64-bit systems: First the Server upgrade. Open the file Dynamics365-USD-4.1.1.1246-PackageDeployer.exe: Click Continue: Choose an extract location. Click Continue: Log in to Dynamics 365: Select Unified Service Desk – … Continue reading Upgrading to Unified Service Desk 4.1

Downloading and Installing Power BI Report Builder

Power BI Report Builder is a downloadable Windows application that allows you to build paginated reports. In this post we will show how to download and install it. First download Power BI Report Builder at: https://www.microsoft.com/en-us/download/details.aspx?id=58158 and click Download: Note you can also download it from the Power BI Service: Open the downloaded PowerBiReportBuilder.msi file: Click Next: Click Next: Click Next: Click Install: Click Finish: Open Power BI Report Builder: Report Builder … Continue reading Downloading and Installing Power BI Report Builder

Installing Visual Studio 2019

The install Visual Studio 2019, go to https://visualstudio.microsoft.com/ and click Download: Select the edition. We will install Enterprise: Open the file. Click Continue: You will see: Now select the components to install, then click Install: The installer will run: And finally, the reboot: After restarting, select Visual Studio 2019: Select an option, e.g. Create a new project. You can now start using Visual Studio 2019:  

Hiding the Plus Button on a Subgrid in Dynamics 365

In Dynamics 365, on subgrids there is a plus button which can be used to add records. In some cases, you may want to hide this button from users. For example, let’s say on the Account form you would like to hide the + button on the Contacts subgrid: To do this, we can use the Ribbon Workbench application. Let’s first create a new solution and add the Contact entity … Continue reading Hiding the Plus Button on a Subgrid in Dynamics 365

Office 365 and Dynamics 365 Data Center Locations

To view where Office 365 and Dynamics 365 Data Centers are located, go to http://o365datacentermap.azurewebsites.net/: Select your region, for example, North America: Note there is an updated link to https://products.office.com/en-US/where-is-your-data-located?ms.officeurl=datamaps&geo=All: Select your location or Geo: For the US: