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.
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.
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
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.
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.
There might be certain projects where you have a custom entity with address fields, and you want have a composite field that will display the address, and be able to use that process across the board in multiple entities. The example below shows how to do that.
With the release of Dynamics 365 (online), version 9.0, there are a lot of changes in our developer resources. One of the biggest changes though, is that the Microsoft Dynamics CRM SDK will no longer be available as a download. The new name of the SDK, as it was known will be the Microsoft Dynamics 365 Customer Engagement Developer Guide.
This is probably a request that has been required many times, but recently, one of our customers had a request to open an OnBase document based on some data that was available in a subgrid. Since OnBase has a web to query the database using a query string in their web application, this seemed to be an easy enough solution.
Recenly we received requests from clients and some questions from Dynamics Community members on how to Clone records. Although there are some available solutions out there, and the various possibilities on how to implement this, we would like to demonstrate here one possibly and not to complicated way on how to implement this. This implementation involved using Ribbon Workbench to create the Clone button and a Command that will execute a JavaScript function, which will call an action and execute Plugin/Action code to copy the record.