Aric Levin's Digital Transformation Blog

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.

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.

Dynamics 365 v9 – The end of the SDK

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.

Retrieving data fields from subgrid

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.

Cloning a Record in Dynamics CRM

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.

Creating a Ribbon Button Using Ribbon Workbench to call a JavaScript action

This blog post will demonstrate how to create a simple button using Ribbon Workbench which will execute a JavaScript function on the client. In order to do this make sure that you have Ribbon Workbench installed in your CRM environment, or you can use the Ribbon Workbench that is available with XRMToolbox.

Partially disallowing Bulk Edit from Users

Many times we are asked by our customers to disable Bulk Edit to certain users or groups of users/teams within the system. That requirement is pretty straight forward and can easily be understood. The resolution to this of course is also easy, and can easily be accomplished by changed the Bulk Edit privilege for a particular security role. What happens though when the requirement is to disable bulk edit from a user only on a particular entity. This becomes a little more complicated.

Microsoft Dynamics 365 Customer Engagement Security Updates

Starting with the upcoming release of the July 2017 update for Dynamics 365 (online), Microsoft will require connections to utilize TLS 1.2 (or better) security. This aligns with updated Microsoft and industry security policies and best practices, and certain actions might be required to maintain connectivity to the Dynamics 365 Customer Engagement applications.