Posts

Connecting to Dynamics CRM through Postman

You can connect to Dynamics CRM/Dynamics 365 through the Postman application. To do so, first create a new application in Azure. Next, open Postman. I use the Chrome version, accessed in Chrome by: chrome://apps In Chrome, select OAuth 2.0 as the authentication type: Click Get New Access Token: This opens the window below: Enter the information as follows: Auth URL: https://login.windows.net/common/oauth2/authorize?resource=https://yourcrminstance.crm.dynamics.com Auth Token URL: https://login.microsoftonline.com/common/oauth2/token Client Id: Your Id From Azure as described in … Continue reading Connecting to Dynamics CRM through Postman

Tableau Free Install

To install the free Tableau version, go to https://public.tableau.com/en-us/s/download Enter your email address and click Download: Run the download: Click Customize and Install: Once complete, Tableau will open:  

Entity Metadata using WebAPI

To get Entity Metadata using JavaScript, we can use EntityDefinitions. For example, to get the entity definition for the Contact entity: We use the URL: https://yourcrm.crm.dynamics.com/api/data/v8.2/EntityDefinitions(LogicalName=’contact’): To select a particular field, for example, color: https://yourcrm.crm.dynamics.com/api/data/v8.2/EntityDefinitions(LogicalName=’contact’)?$select=EntityColor:  

Connecting Outlook Client to Office 365

To the Outlook web client for Office 365 you can go to this address to access your email: https://outlook.office365.com To connect the Outlook desktop client with Office 365, go through the following steps. First, start Outlook. If you have not set up a profile you will get the message: Select Yes: You will see the screen below. Enter the details below: Name: E.g. Christa Geller Email: E.g. christag@onmicrosoft.com Your Password On … Continue reading Connecting Outlook Client to Office 365

Connecting Dynamics 365 and Power BI with Microsoft Flow

In my previous post, I discussed my prototype to show streaming live sales orders that are being entered into Dynamics 365 appear in a Power BI dashboard. Here, I will go into details on how to set this up. First step is to create a streaming data set in Power BI. Log into powerbi.com. Select Streaming Datasets from the bottom left of the screen. Select from the top right Steaming datasets: Here, … Continue reading Connecting Dynamics 365 and Power BI with Microsoft Flow

Watch Your Sales Orders Stream in Real Time with Dynamics 365 with Flow

Here’s the scenario. You’re a CEO, and you love seeing new sales orders stream in. And you love the beach. You want to see these orders visually appear in your system while you are sitting on the sand. Now imagine being able to achieve this today, without anyone having to write a single line of code. That’s what Microsoft has made possible with the new cloud based automation service called Flow, together … Continue reading Watch Your Sales Orders Stream in Real Time with Dynamics 365 with Flow

Business Process Flows in Dynamics 365

Business Process Flows in Dynamics 365 are used to help records go through a particular business process, and also help users in creating and updating these records. There are several process flows in Dynamics 365 already set up: For example, the Opportunity Sales Process guides the opportunity through qualify, develop, propose and close. Similarly with the Lead to Opportunity Sales Process. Selecting a stage will display the steps of the stage: Components can be … Continue reading Business Process Flows in Dynamics 365

USD – Expanding and Collapsing Panels

In Unified Service Desk, there are several panels in the client application. These panels can be collapsed and expanded through USD configuration. For example, when you open USD, here you can see the left and right panel have been opened: In order to set the defaults, first confirm the hosted control of type panel layout: Next, go to the event you would like to run this from, for example DesktopReady or … Continue reading USD – Expanding and Collapsing Panels

Dynamics 365 KingswaySoft SSIS Integration

To create a KingswaySoft integration, go through the steps. In SSDT, select new Integration Services Project: A new project is created: Under Data Flow you will see new KinsgwaySoft options: In SQL, create a Customers table in a TEST database, with sample data: Add a Data Flow task: Double click on the data flow task, add an ADO.NET data source: Create a new connection to the database: Add a CRM … Continue reading Dynamics 365 KingswaySoft SSIS Integration