Logo
banner

Blogs

Migrate Audit records from Dynamics 365 CRM to Azure SQL Server

, May 12, 2022536 Views

Storage space comes at a premium in Dynamics 365 world. So, we need to manage it carefully and aggressively. When audit is enabled, the space it occupies creeps up steadily and silently and we only notice it when we get a message from Microsoft telling us we have run out of storage space. So, a […]

Read more

Set Default Font style and Size of Email in Dynamics 365 Sales

, February 23, 20221818 Views

In this blog we will see how we can set default font style and font size for the Email records in Dynamics 365 Sales. To achieve this, we need to follow the steps below: Create a new web resource Bind the new Web resource to the required email form where the changes need to be […]

Read more

Dynamics 365 Sales data import. Anomalous materials and unforeseen consequences

, October 28, 2021509 Views

We all have imported data into CRM at some point in our life. And a part of the process of importing data is cleaning up the data the is to be imported. I am sure almost all of us have encountered some unusual data that we had to clean up and some unusual data that looks […]

Read more

Load metadata of all entities and get Object Type Code based on Entity name in Dynamics 365 for Sales.

, August 12, 20211356 Views

In this blog I’ll be taking you over how to get the Object type Code for the particular entity based on the Entity name. Suppose we need to get object type code for different entities in a loop in an stand alone .Net application. Generally, people are writing a fetch into the loop but not […]

Read more

Setting up the Custom Columns of SharePoint with Power Automate Flow and displaying them in Documents Grid in Dynamics 365 for Sales

, June 2, 20212281 Views

Many times while uploading the documents of Dynamics CRM to the SharePoint we require that the fields of Dynamics CRM be reflected in the SharePoint column and we could also see the value populated in SharePoint Column in CRM. If you have any such requirements, stay tuned, as this blog is going to cover all […]

Read more

Secure Authentication of SharePoint with PnP Framework with C#(Code)

, April 30, 20216739 Views

For a while, we had been using a NuGet Package named SharePointPnPCoreOnline(as shown in below image), which can be used for authentication to SharePoint and other SharePoint Client Side Object Model (CSOM) tasks for managing SharePoint Online Data. This is what we used in our previous blog posts part1 and part2 to connect using clientid/client […]

Read more

How to preserve Modified By and Modified On fields during Migration in Dynamics 365 for Sales

, April 16, 20211560 Views

In this blog I’ll be taking you over how to preserve “Modified On” and “Modified By” fields during migration or data import. Generally, when we migrate the data, the records’ “Modified On” field value takes system local time and in the “Modified By” field it takes Current logged in User. But our requirement is when […]

Read more

Append Content Dynamically in Document Template and Generate the Merged Document in Dynamics 365 for Sales and SharePoint

, February 4, 2021966 Views

We all have been using Document Templates which are directly available by system and these templates contains static content for all records. What if we need to append some content dynamically in one Word template and need to send the whole document in email attachment? We have come across a solution for this. For one […]

Read more

Connection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 2

, January 12, 20213060 Views

In our previous post, we saw what needs to be done in Azure and Dynamics 365. Now we will see the code part. Before we start with coding, the below nuget package should be installed. Nuget Package: Microsoft.CrmSdk.XrmTooling.CoreAssembly Reference link: https://www.nuget.org/packages/Microsoft.CrmSdk.XrmTooling.CoreAssembly For installing the package, open the Visual Studio -> Tools -> NuGet Package Manager […]

Read more

Connection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 1

, January 8, 20212200 Views

I have come across various requirements from clients where it was more feasible to go with creating the C# console application for bulk processing the records in D365 CRM based on complex scenarios like updating the closed case entity records or uploading the files to SharePoint at specific location, or any scenarios that needed custom […]

Read more