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Dynamics 365 Sales data import. Anomalous materials and unforeseen consequences

, October 28, 2021498 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 […]

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

, August 12, 20211244 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 […]

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

, April 30, 20216392 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 […]

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Creating Appointment of Dynamics 365 for Sales with Plugin which would reflect in Outlook Calendar as a reminder.

, January 21, 20212301 Views

There are some requirements at times when we need to book Appointment in Dynamics 365 for Sales on creation of Lead with prospective Client every other day or similar other requirement, for such scenarios scheduling Appointment manually may seem to be tedious at times, so there is always a need to automatically create it from […]

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

, January 12, 20212928 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 […]

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