Category: Dynamics 365

Business Solutions, Development, Dynamics 365

Dynamics 365 July 2017 Update New Web Api – Online and Offline

With the release of Dynamics 365 July 2017 Update, Web Api functionality can be performed by calling the functions and properties of the Xrm.WebApi class. The WebApi methods are available for both online and offline access (with offline access being available to mobile clients working offline). The base methods that are available for using the Xrm.WebApi include the following: createRecord, deleteRecord, retrieveRecords, retrieveMultipleRecords, updateRecord, execute and executeMultiple.

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Business Solutions, Dynamics 365, Exchange, IT Solutions, Office 365, Online Services

New Exchange Sync Community Edition available now for 2018

A lot of us used several products throughout the years to synchronize between Contacts in CRM with the Contacts in the user’s Outlook folders, whether with the Outlook Addin, Server Side Sync or other third party products. In 2011, we released the first version of Exchange Sync, which allowed synching Marketing Lists and CRM Contact records with Exchange Distribution Groups and Mail Contact records. The product has since then been sold in the US and Europe, and gone through various iteration as CRM and Exchange evolved.

 
Business Solutions, Development, Dynamics 365

Migrating your Client API to Dynamics 365 CE (v9) – Part II – Attributes

In this second post of the series, we will review the changes between the properties and methods of the attribute based on the getAttributes Collection or the Xrm.Page.getAttribute method. The tables below will show the base methods of the attribute, as well as specific method for specific attribute types.

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Business Solutions, Development, Dynamics 365

Migrating your Client API to Dynamics 365 CE (v9) – Part I

In this series, I will show the list of Dynamics CRM Api calls, and their new counterparts in Dynamics 365 Customer Engagement (v9). The first of this series will focus on the Xrm.Utility, Xrm.Page.data, Xrm.Page.ui and Xrm.Page.context. I will demonstrate the method calls in Dynamics CRM and how to get the same functionality using Dynamics 365 CE.

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Development, Dynamics 365

Populate Lookup field based on related entity value

In the last week I have seen at least three posts of requests on how to populate a lookup field based on a value of a text field that is supposed to search for the same data in a related entity. I am not going to delve on whether or not what you are trying to do is the correct choice, as I don’t have your exact set of requirements, but I will explain how to perform the functions that you are looking for.

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Dynamics 365

Connecting to Dynamics CRM from Console Application – Part II

In a recent article I explained how to establish a connection from a Console application to Microsoft Dynamics CRM On-Premise. In this post, I will cover the same steps on how to connect a Console application to Microsoft Dynamics CRM/365 Online using the Microsoft.Xrm.Sdk and Microsoft.Xrm.Tooling.Connector namespaces

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Dynamics 365

Connecting to Dynamics CRM from Console Application – Part I

Recently I have seen a lot of posts on the CRM Community of how to establish connection to CRM using a Console application. In this post I will review the steps of establish a connection. I will focus on CRM On-Premise using ADFS/Claims/IFD, and will provide additional samples on connecting to Dynamics CRM Online in a separate blog article.

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Dynamics 365

Dynamics 365 Team Member License Capabilities

In the recent weeks, I have seen a lot of topics in the Dynamics Community forums asking about what are the capabilities of the Dynamics 365 Team Member License, and what actions can or cannot be performed with this license. I have decided to summarize the details from the licensing guide regarding this licenses to be able to answer some of the questions that arise.

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