Category: Microsoft Dynamics 365
Upload document to SharePoint from Microsoft D365 CE using C# Web API & manage SharePoint document metadata
Inkey, March 20, 20199641 Views
The integration of Microsoft D365 CE with SharePoint has enabled the document management in SharePoint precisely in the form of folders and subfolders, in a structured way. Today in this blog, let’s learn how we can upload the documents in SharePoint from the D365 CE using the Dot Net c# web API code with a […]
Read moreResolve the error in the “Automatic Record Creation Rules” of the Queue entity, when the sender of the email is a Contact as well as a User in the Microsoft Dynamics 365.
Inkey, October 3, 20187633 Views
Many a times in the Microsoft Dynamics 365, the Automatic Record Creation Rules, which we create on the queue entity fail for incoming email activities if the sender’s email address exists as a Contact as well as a User record. I had faced the same issue when I was trying to set the sender of […]
Read moreSetup Azure portal resources to integrate external website with Microsoft Dynamics 365
Inkey, September 5, 20185404 Views
Today in this blog, I will explain you how to setup various resources in Azure to integrate the external website with dynamic crm 365 using Azure Logic App and Service Bus. You will have to create below resources in Azure to integrate external website with Microsoft Dynamics 365:- 1. Resource group 2. Service Bus Namespace […]
Read moreAccess the Azure Logic App using Service Bus to connect Microsoft Dynamics 365 from an external website
Inkey, September 5, 20184269 Views
Using Logic App we can create, update, return list of records etc from the CRM. Today in this blog, I will explain how to access the Azure Logic App using Service Bus from an external website. First, create a web API to access the Azure Logic App using Service Bus. Please refer the below link […]
Read moreIntegrate external web resource with Microsoft Dynamics 365 using Azure Service Bus & Logic App
Inkey, September 5, 20184762 Views
Today in this blog, I will explain how we can communicate with the Microsoft dynamics 365 from an external website using Azure Service Bus & Logic App. Using Logic App we can create, update, return list of records etc from the CRM. Below is an example of how we can create the record in the […]
Read moreExcel online and Import data tool in Microsoft Dynamics 365
Inkey, August 1, 20185759 Views
Today in this blog, I will explain how the Excel Online and the Import data tool, the out-of-the-box features of the Microsoft Dynamics 365 are helpful and in what scenarios they can be used. Import Data This tool offers the feature to create or update single or multiple records in Microsoft Dynamics 365. If you […]
Read moreExecute a plugin in the context of the logged in user or calling user or SYSTEM user in Microsoft Dynamics 365
Inkey, March 21, 201824878 Views
Many a times, in Microsoft dynamics CRM, we may want to execute some part of the plugin as logged in user or calling user(As mentioned in plugin step registration) or SYSTEM user. Today, in this blog, I will explain the UserId and InitiatingUserID properties of the iPuginExecutionContext, which are used for getting the user id, […]
Read moreSwagger in Microsoft Dynamics 365 Web API
Inkey, March 12, 201812365 Views
The Swagger UI is one of the most popular tools for generating an interactive documentation from your OpenAPI document. It makes the process of viewing the results of the Web API much easier. There are situations, where, we need to make use of the Web API, for connecting the external website/resource with the dynamics CRM […]
Read moreMicrosoft Dynamics 365 v9.0 – lookupObjects
Inkey, January 4, 201823708 Views
Microsoft Dynamics 365 v9.0 was announced in July 2017. It is a major release, which has enhanced many existing features in CRM online and has also introduced new features. The Xrm.Utility namespace, is one of the namespaces that has been enhanced with many new functions in Dynamics 365 version 9.0. In this post, I will […]
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