Posts

In Dynamics 365, we can use the Web API to return records through a web browser URL. In this post, we will look at how to get the lookup field data. Let’s use Accounts as an example. We can access the API through the address https://yourorg.api.crm.dynamics.com/api/data/v9.1/: We can then get accounts using https://yourorg.api.crm.dynamics.com/api/data/v9.1/accounts: Now, accounts have a lookup field for Currency: We can select the currency field through the Web … Continue reading Getting Lookup Fields from Dynamics 365 Web API URL

In Dynamics 365, we can restrict access to forms through security roles. Let’s look at how to do this. Let’s look at the Account forms. In our system, we have several forms showing. Users can use the drop-down to change the current form: And the form will change: Let’s say we want to restrict a user, Alan, from being able to access this Sales Insights form. We see he is … Continue reading Restricting Access to a Form in Dynamics 365 through Security Roles

In this post, we will go through the setup process for Omnichannel for Customer Service in a Dynamics 365 org. Head to the Power Platform Admin Center at https://admin.powerplatform.microsoft.com and select the Omnichannel for Customer Service app: Select Manage: You should see the provisioning page below: Click Add Environment: Select an environment and click Next: Select if you want to add Chat and click Next: Select if you want to add … Continue reading Provisioning Microsoft Omnichannel for Customer Service

In this post, we will look at how to read and update the Dynamics 365 System Settings using C#. If you are updating, be sure to test your code properly. System Settings is accessed in Dynamics 365 through Settings->Administration: System Settings: This information is stored in the entity called Organization, which we can see in the Entity Customizations: Let’s create a new console app to read this entity. Create a … Continue reading Reading and Updating System Settings in Dynamics 365 through C#

In Dynamics 365, there is a feature called Relevance Search, which allows a user to search Dynamics 365 data and have it displayed in order of relevance. This feature is powered by Azure Search and uses the same scoring concepts. To enable Relevance Search, go to https://admin.powerplatform.microsoft.com/, select your environment and go to Settings. Click on Features: Then scroll down to Search and select Relevance Search: Next, click on the search … Continue reading How to Use Relevance Search in Dynamics 365

Let’s look at how to assign users to a Dynamics 365 app so they have access to the app. First, as an Administrator, let’s create a new app. Log into your environment and go to https://yourorg.crm.dynamics.com/apps. Click on Create New App: Enter a name and click Done: Click into the Site Map: Provide a name for the Group, and select any Subarea, then Save and Publish: Refresh the page and you … Continue reading Assigning Users and Roles to a Dynamics 365 App