Dynamics 365 Education and Knowledge

Previously, we were applying the Office 365 authentication method to connect to the D365 environment by using the Dynamics 365 URL , User Name and Password in order to build the connection string and create the CRM Service as per the below sample. string connectionString = "Url=" + Url + "; Username =" + UserName + "; Password=" + Password + "; authtype=Office365"; CrmServiceClient crmService = new CrmServiceClient(connectionString); However, Microsoft has announced the deprecation of the Office 365 connection and declared to connect to Dynamics 365 with Oauth authentication method instead. In this blog post, I will detail the needed steps that should be followed to connect to the Dynamics 365 environment using the OAUTH authentication . Below are the three areas we have to configure for the OAUTH A...

In another post, we saw how to call workflows from JavaScript and C# . In this post, I will show you how to call a Custom Action from JavaScript and C# . For the sake of the post, I created a simple custom action against the Account entity with two input parameters and one output parameter. This action will create a task record and set the Subject field to Task created by custom Action from JavaScript after calling the action from JavaScript Task created by custom Action from C# after calling the action from C# Below is the end result after calling the action from JavaScript Below is the end result after calling the action from C# The below function calls the...

In another post, we saw how to call custom actions from JavaScript and C# . In this post, I will show you how to call workflows from JavaScript or C# and to accomplish this, you need two parameters: The Workflow Id that you want to call AND The Record Id that the workflow will be executed against For the sake of the demo, I created a workflow that will set the Account Name field to: WF Called and Updated From JavaScript after calling the workflow from JavaScript WF Called and Updated From C# after calling the workflow from C# Below is the end result after calling the workflow in JavaScript Below is the end result after calling the workflow in C# ...

In this quick post, I will talk about two differences between the Web Interface and the Unified Interface when opening a HTML Web Resource in a new window . These two differences are: Refresh the D365 opener of the html web resource Close the opened html web resource In the Web Interface, we normally use the below functions to achieve the needed action: Refresh the D365 opener: opener.location.reload(); Close the opened html web resource: window.close(); However, with the arrival of the Unified Interface, slight changes started to arise, especially for the JavaScript. Some of them are for the above actions. Using the same JavaScript functions for the Unified Interface will not work. Fortunately, we c...

I will talk about an issue when adding options to an option-set field using JavaScript. Therefore, in this post, we will see how to filter Option set fields in Web Interface and Unified Interface . The issue will appear in the Unified Interface when: The option-set field is used in the Web Interface AND the Unified Interface The option-set field is added to the form header The options are added dynamically using JavaScript In my below example, I am using two option-set fields I added the fields to the entity form and the header form I added a JavaScript function on change of the Parent Option Set field to filter the Child Option Set based on the selected option ...

In this quick Blog post, we will see how to force recalculate Rollup fields in JavaScript and C# using the below functions. Recalculate Rollup field in JavaScript (for account entity) function reCalculateRollupField(entityPluralName, recordGuid, rollupFieldName) { recordGuid = recordGuid.replace("{", "").replace("}", ""); var requestUrl = Xrm.Page.context.getClientUrl() + "/api/data/v9.0/CalculateRollupField(Target=@tid,FieldName=@fn)?@tid={'@odata.id':'" + entityPluralName + "(" + recordGuid + ")'}&@fn='" + rollupFieldName + "'"; var HttpReq = new XMLHttpRequest(); // Double Check the API URL HttpReq.open("GET", requestUrl, true); ...

Due to many questions in the Dynamics community on how to switch between the new Unified Client Interface (UCI) and the Classic Web Interface , I decided to write this post to show you how to do it. In the new V9 version, the default interface will be rendered in the Unified Client Interface; however, many users still prefer the original one and need to switch back to the classic web interface. You have two options to switch between the new Unified Client Interface (UCI) and the Classic Web Interface From the advanced settings section Click the Settings gear icon > Advanced Settings Click Settings > Administration > System Settings ...

In this post, you will see how to retrieve more than 5000 records from CRM/D365 entities in C# . To do this, I imported thousands of records into the contact entity Created a console application From the Main method, called the two methods: RetrieveMultiple : It will use the Service.RetrieveMultiple request RetrieveMultipleRequest : It will use the RetrieveMultipleRequest message Ran the console application that will give the below result The RetrieveMultiple method is limited to retrieve 5000 records maximum and will look as follows. public string RetrieveMultiple() { EntityCollection objCollection = new EntityCollection(); ...

How to filter a Lookup field based on a N:N relationship of a parent entity using JavaScript . To show you this, I will use the Account entity, the Contact entity, and a custom entity Conference . The contact entity has a N:1 relation with the account entity (lookup field) The contact entity has a N:1 relation with the conference entity (lookup field) The account entity has a N:N relation with the conference entity (sub-grid) I need to filter the conference lookup of the contact entity to list The conference records that are related to the contact parent account or The conference records that are not related to any account Based on the above conditions, the users will not be able to ch...

In this blog post, I will explain how to move a ribbon button from one tab to another. Our victim will be the Run Report button on the Account entity views. However, this can be applied to any other button whether it is displayed on a View, Form, or Sub-grid. The main purpose of this modification, is to increase the User Experience by saving one additional click to execute any action especially if it is frequently used. Problem Whenever you want to click Run Report button (in a view, form, or sub-grid), you have to select the record(s), click the (...) button, click Run Report button, and finally click on the report to be generated. Solution The below steps will guide you to change the location of the button in order to be directly clickable when the user selects a record(s) in a view. Install the Ribbon Wor...

Do you have a situation where you want to run a workflow for thousands or all records of an entity in Dynamics 365 ? If yes, then this post will help you to achieve it. In CRM web client, you can run a on-demand workflows for only 250 records per entity, but, there is a workaround to overcome this limitation... using "Bulk Workflow Execution" plugin in XrmToolbox. Based on a FetchXml query, you can now use the "Bulk Workflow Execution" plugin to retrieve records from CRM/D365 entities, select a specific on-demand workflow, and run the selected workflow on those records. To accomplish this, you need to follow the below steps: Create a on-demand workflow to retrieve the records based on your needs For the sake of this demo, we will create a simple workflow on Account entity and add an Update step ...

One of the interesting feature that Microsoft added in D365 V9 is Contains Data & Does Not Contain Data options in the Advanced Find related records. The purpose of this feature is to have the ability to search for records that are not related to child records. For example: Accounts with no Cases, Contacts with no Tasks... and any other similar needs. In previous CRM versions, we were not able to do this directly in the Advanced Find; but now, it is feasible and so easy through Advanced Find . Example 1 (Contains Data) : Show all Accounts that have Cases linked to them In D365 V9 environment, open the Advanced Find Select Accounts in the Look for option Under the Fields...

Often, you might face issue that it is not clear and you are not able to solve it due an error being raised in your plugins triggered. Therefore, you are obliged to debug the plugin in order to troubleshoot and solve the problem. In this post, you will learn how to debug your plugin of Dynamics 365 environment using Plugin Profiler in the Plugin Registration Tool. Below are the needed Step by Step procedure to debug a plugin Installing Plugin Profiler Open the Plugin Registration Tool From the menu, click Install Profiler to install it Once the installation is done, you will get a notification ...