OData Client Code Generator

The OData v4 Client Code Generator is an extension that can be used to generate OData code for use in applications. To install it, open Visual Studio 2015 and under Visual Studio Gallery, search for OData Client Code Generator: Click to Install: The extension is now installed: To use the extension, we will create a new Windows Console project: Add a new item and under Code select OData Client: Files … Continue reading OData Client Code Generator

Introduction to Dynamics GP OData

OData was introduced to Dynamics GP in the GP 2016 release. To set up OData, open the GP installation and select OData: Click Accept: Enter the GP server name and GP system database name: Select the port for the OData service to run on and a certificate for SSL access, which is required: Click Install: Once installed, log into Dynamics GP. You will see OData in the GP menu under … Continue reading Introduction to Dynamics GP OData

Create a WCF Windows Service

Here we will create a WCF web service hosted as a windows service. We will go through step by step how to do this. First, create a new WCF Service Application: This will create the project: If we select the Service1.svc page and press F5 to run this, it will open the WCF Test Client. From here, we can select the GetData() method and enter a value. Invoking the method will … Continue reading Create a WCF Windows Service

Adding a Power BI Dashboard to Dynamics 365

Dynamics 365 can show a whole Power BI dashboard. To do this, create a dashboard in Power BI. Then, in Dynamics 365, select New->Power BI Dashboard: You will see your dashboards, with the option to enable for mobile: Click Save. The dashboard will now appear fully in Dynamics 365.  

Dynamics 365 Mobile Performance and Client Customizations

In Dynamics 365, you can publish client customizations that can also be used by users on mobile devices. One issue with this, is the first user to use a new customization may experience performance issues, as the metadata package downloads. In order to get around this, Dynamics 365 has an option to “Prepare Client Customizations” once customizations are ready. To use it, create a customization as you normally would. Then, … Continue reading Dynamics 365 Mobile Performance and Client Customizations

Dynamics 365 Apps and the App Designer

Dynamics 365 comes with a tool to create your own apps, called the App Designer. It is a drag and drop configurable tool that allows for quick creation of apps you can use. Here we will go through creating an app. First, go to Settings->My Apps: Here you will see a list of installed apps. Click on Create App: You will be prompted to enter your new app information. Note … Continue reading Dynamics 365 Apps and the App Designer

Creating a Team Site in SharePoint

To create a team site in SharePoint, go through the following steps. First, log into SharePoint. You will then see your SharePoint home page. Click on the + Create Site link: You will be presented with an option to create a Team Site or Communication site. We will select Team Site: Now enter the name of the site. SharePoint will confirm that the site url is available (https://*****.sharepoint.com/sites/WestOfficeSalesTeam) Note the … Continue reading Creating a Team Site in SharePoint

Dynamics 365 Quick Find View

The quick find view in Dynamics 365 is the view that drives the results of searching in the search text box of an entity. For example, if you were in an account view, you can search for accounts on the top right: Enter your search terms to search. Note the fields that are returned in the view: To change the fields returned, you can customize the view. Go to Customizations, … Continue reading Dynamics 365 Quick Find View

Auditing in Dynamics 365 and Power Apps

Dynamics 365 and Power Apps entities come with auditing features. To enable auditing, first go to System Settings and select the Auditing tab, or go to https://admin.powerplatform.microsoft.com/ and Settings->Audit and Logs: Click to Start Auditing. This enables the other checkboxes, of which the top area is: Audit User Access Start Read Auditing We can see the area Enable Auditing for the following areas is available to select or not. This includes: … Continue reading Auditing in Dynamics 365 and Power Apps

Alternate Keys in Dynamics 365

When integrating with an external system, the system probably contains a key for records that are being imported. For example, if you are integrating Customers from an ERP system, there is a customer number that defines the uniqueness of the record. In Dynamics 365, the uniqueness of the record is defined by a GUID. In order to make integrating both systems easier, Dynamics 365 entities have a concept of Keys. … Continue reading Alternate Keys in Dynamics 365