Dynamics 365 Education and Knowledge

As a developer, you normally use Console Application, JavaScript, or plugins in XrmtoolBox in order to test specific requests to make sure they are working as expected. However, and since the introduction of the Web API in Dynamics 365, there are some tools that you can use to consume the needed WEB API requests against Dynamics 365 environment. My preferred tool to use is Postman, and this is our topic today where we will learn how to connect Postman to Dynamics 365 environment and consume the desired operations like create, update... in order to quickly test and accomplish them. First, you have to create an App Registration in Azure and enable its options as explained in this post to be able to connect to Dynamics 365 environment through Postman using the OAUTH authentication Open Postman, a...

Previously, we saw how to create a Polymorphic Lookup Attribute using the Polymorphic Lookup Manager plugin and how to create a Polymorphic Lookup Attribute using SDK In this post, we will see how to create a Polymorphic Lookup Attribute using WebAPI . We will see as well, what are the different actions that can be done against a polymorphic lookup attribute using this method. In order to apply these actions, I will be using Postman to call the needed APIs requests First, you have to create an App Registration in Azure and enable its options as explained in this post to be able to connect to Dynamics 365 environment through Postman using the OAUTH authentication ...

In other posts, we saw how to create a Polymorphic Lookup Attribute using the Polymorphic Lookup Manager plugin and how to create a Polymorphic Lookup Attribute using WEB API As per Microsoft docs, the creation of the Polymorphic Lookup Attribute can be currently done through SDK or WebAPI, therefore, in this post, we will see how to create a Polymorphic Lookup Attribute using SDK . We will see as well, what are the different actions that can be done against a polymorphic lookup attribute. In order to test these actions, I've created a console application that connects to a trial environment using OAUTH authentication. For more details on how to connect to a Dynamics 365 environment using OAUTH authentication , you can check the ...

In Dynamics 365, you choose one table in the relationship when you create a Lookup field to relate to. While, for the Customer field type, you don't have the control to choose the tables, and by default the Account and Contact tables are the ones that the users can select from. When it comes to the option of selecting from multiple tables in one single lookup field, we normally create multiple lookup fields and based on a specific condition, the needed lookup field will be shown on the form. For many years, a desire has been hunger for by most people working in Dynamics 365 and by customers, which is the ability to select the value of a lookup field from records that exist in different tables. Therefore, Microsoft has introduced the new feature called Polymorphic Lookup Attribute or Multi-Table Lookup that still in Preview. A Polymorphic Lookup Attribute is a lookup ...

In this post, we will see how to access PowerApps Portal Admin Center and what actions can be done. Follow the below steps in order to open the PowerApps Portal Admin Center Sign in to Power Apps and select the environment where you created the portal Select Apps from the left pane and select the portal from the list of displayed Apps In the command bar, click on Settings, then click Administration from the Settings pane The Power Apps portals admin center will be opened Once the PowerApps Portal Admin Center is open, you will be able to achieve multiple actions as following Portal Details where you can Check additional deta...